PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$142K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.07M
3
+$492K
4
BMY icon
Bristol-Myers Squibb
BMY
+$223K
5
CSCO icon
Cisco
CSCO
+$215K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.16M
4
SPGI icon
S&P Global
SPGI
+$713K
5
MSFT icon
Microsoft
MSFT
+$588K

Sector Composition

1 Financials 17.46%
2 Technology 16.92%
3 Healthcare 10.59%
4 Industrials 8.93%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.34%
3,533
+145
52
$999K 0.33%
14,143
+66
53
$970K 0.32%
74,686
54
$944K 0.31%
10,880
-80
55
$903K 0.3%
5,577
56
$896K 0.29%
9,541
57
$873K 0.29%
11,443
-333
58
$826K 0.27%
20,214
+329
59
$755K 0.25%
100,974
+2,389
60
$748K 0.24%
7,286
+200
61
$743K 0.24%
11,723
62
$719K 0.24%
41,228
-3,000
63
$711K 0.23%
26,400
-44
64
$685K 0.22%
11,240
-2,322
65
$632K 0.21%
4,597
66
$615K 0.2%
3,671
-94
67
$603K 0.2%
7,745
+98
68
$602K 0.2%
4,079
+69
69
$592K 0.19%
9,720
70
$566K 0.19%
4,700
71
$523K 0.17%
1,814
72
$511K 0.17%
17,885
73
$487K 0.16%
9,458
74
$482K 0.16%
4,064
75
$479K 0.16%
19,068
-241
1 2
3
4 5