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
$269M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$616K
3
+$487K
4
PCAR icon
PACCAR
PCAR
+$444K
5
CSCO icon
Cisco
CSCO
+$410K

Top Sells

1
+$602K
2
+$571K
3
+$568K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$552K
5
FPI
Farmland Partners
FPI
+$548K

Sector Composition

1 Financials 14.67%
2 Technology 13.19%
3 Healthcare 11.29%
4 Industrials 9.99%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.38%
5,924
+85
52
$996K 0.37%
16,283
+1,134
53
$982K 0.36%
39,522
-3,959
54
$966K 0.36%
7,954
-125
55
$956K 0.35%
6,708
+225
56
$892K 0.33%
18,345
-575
57
$889K 0.33%
44,280
58
$844K 0.31%
10,885
+250
59
$817K 0.3%
14,658
+877
60
$813K 0.3%
12,354
+1,563
61
$809K 0.3%
12,514
-3,535
62
$808K 0.3%
50,251
-5,490
63
$788K 0.29%
27,644
+2,896
64
$782K 0.29%
14,165
+1,357
65
$781K 0.29%
5,176
+75
66
$767K 0.28%
14,674
+2,874
67
$756K 0.28%
6,945
-1,036
68
$733K 0.27%
15,375
69
$720K 0.27%
9,698
70
$720K 0.27%
14,652
71
$701K 0.26%
4,765
-36
72
$694K 0.26%
547
+201
73
$679K 0.25%
3,889
-176
74
$677K 0.25%
16,000
75
$637K 0.24%
24,388
-2,264
1 2
3
4 5