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PAM
Peak Asset Management Portfolio holdings
AUM
$567M
1-Year Est. Return
16.44%
This Fund
S&P 500
This Quarter
Est. Return
+8.37%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$330M
AUM Growth
+$24.3M
(+7.9%)
Cap. Flow
+$242K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
39.08%
Holding
126
New
5
Increased
41
Reduced
47
Closed
2
Top Buys
Top Sells
| 1 |
CAJ
Canon, Inc.
CAJ
|
+$1.39M |
| 2 |
Apple
AAPL
|
+$1.02M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$394K |
| 4 |
Microsoft
MSFT
|
+$361K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$281K |
Sector Composition
| 1 | Financials | 17.76% |
| 2 | Technology | 16.87% |
| 3 | Healthcare | 10.25% |
| 4 | Industrials | 9.14% |
| 5 | Communication Services | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$198B
| $1.15M | 0.35% |
3,547
+14
| +0.4% | +$4.25K |
|
52
Golar LNG
GLNG
$5.28B
| $1.06M | 0.32% |
74,686
| – | – |
|
53
Union Pacific
UNP
$171B
| $1.01M | 0.31% |
5,577
| – | – |
|
54
iShares Short Maturity Bond ETF
NEAR
$4.79B
| $1M | 0.3% |
19,998
+11,309
| +130% | +$569K |
|
55
Amazon
AMZN
$2.66T
| $994K | 0.3% |
10,760
-120
| -1% | -$10.6K |
|
56
ExxonMobil
XOM
$601B
| $982K | 0.3% |
14,077
-66
| -0.5% | -$4.56K |
|
57
Nike
NKE
$63.5B
| $967K | 0.29% |
9,541
| – | – |
|
58
Qualcomm
QCOM
$188B
| $963K | 0.29% |
10,914
-529
| -5% | -$44.3K |
|
59
iShares MSCI Emerging Markets ETF
EEM
$29.1B
| $907K | 0.27% |
20,214
| – | – |
|
60
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $824K | 0.25% |
7,656
+370
| +5% | +$38.8K |
|
61
Schwab U.S Small- Cap ETF
SCHA
$23B
| $781K | 0.24% |
41,308
+80
| +0.2% | +$1.45K |
|
62
BlackRock Resources & Commodities Strategy Trust
BCX
$887M
| $751K | 0.23% |
93,006
-7,968
| -8% | -$60.8K |
|
63
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $708K | 0.21% |
26,492
+92
| +0.3% | +$2.47K |
|
64
3M
MMM
$81.7B
| $671K | 0.2% |
4,550
-47
| -1% | -$6.58K |
|
65
Alphabet (Google) Class C
GOOG
$4.36T
| $656K | 0.2% |
9,820
+100
| +1% | +$6.45K |
|
66
iShares Core S&P Small-Cap ETF
IJR
$109B
| $656K | 0.2% |
7,820
+75
| +1% | +$6.03K |
|
67
Vanguard Mid-Cap ETF
VO
$106B
| $638K | 0.19% |
14,324
-360
| -2% | -$15.5K |
|
68
HCA Healthcare
HCA
$80.7B
| $636K | 0.19% |
4,300
-400
| -9% | -$53.7K |
|
69
ProShares UltraShort S&P500
SDS
$380M
| $633K | 0.19% |
1,018
+202
| +25% | +$139K |
|
70
Gilead Sciences
GILD
$161B
| $604K | 0.18% |
9,294
-2,429
| -21% | -$158K |
|
71
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $588K | 0.18% |
9,675
-1,565
| -14% | -$95.3K |
|
72
AT&T
T
$148B
| $583K | 0.18% |
19,741
+1,856
| +10% | +$53.6K |
|
73
Intel
INTC
$542B
| $574K | 0.17% |
9,595
+137
| +1% | +$7.67K |
|
74
Costco
COST
$409B
| $529K | 0.16% |
1,799
-15
| -0.8% | -$4.46K |
|
75
UnitedHealth
UNH
$386B
| $521K | 0.16% |
1,772
| – | – |
|
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