PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.08M
3
+$2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.43M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.1M
3
+$1.02M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$795K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$734K

Sector Composition

1 Financials 13.82%
2 Technology 12.35%
3 Healthcare 10.33%
4 Industrials 10.13%
5 Communication Services 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.46%
41,650
-450
52
$1.11M 0.45%
54,358
-2,415
53
$1.06M 0.43%
44,280
54
$997K 0.4%
15,603
+431
55
$955K 0.38%
7,255
-1,326
56
$926K 0.37%
11,026
+385
57
$893K 0.36%
15,902
-262
58
$874K 0.35%
5,851
-818
59
$844K 0.34%
17,078
+1,760
60
$842K 0.34%
10,593
+95
61
$833K 0.33%
8,071
+117
62
$827K 0.33%
7,981
-100
63
$801K 0.32%
13,713
+2,919
64
$799K 0.32%
24,881
+1,384
65
$789K 0.32%
7,898
+701
66
$787K 0.31%
12,073
+835
67
$762K 0.3%
4,801
+78
68
$744K 0.3%
10,465
+2,759
69
$738K 0.3%
19,209
+1,021
70
$731K 0.29%
10,114
+333
71
$704K 0.28%
9,698
72
$674K 0.27%
8,487
+389
73
$671K 0.27%
26,070
+6,412
74
$667K 0.27%
14,652
75
$665K 0.27%
15,301
-16,605
1 2
3
4 5