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
$314M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.89M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
5
CVX icon
Chevron
CVX
+$2.47M

Top Sells

1
+$5.84M
2
+$2.8M
3
+$2.72M
4
WFC icon
Wells Fargo
WFC
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 19.3%
2 Financials 15.62%
3 Healthcare 10.34%
4 Industrials 9.78%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.33%
10,425
+168
52
$1M 0.32%
81,126
-26,502
53
$985K 0.31%
3,247
+253
54
$912K 0.29%
32,430
+1,980
55
$867K 0.28%
2,938
+44
56
$859K 0.27%
12,578
-8
57
$833K 0.27%
2,813
+224
58
$777K 0.25%
19,432
-130
59
$745K 0.24%
12,457
-78
60
$730K 0.23%
16,328
+173
61
$719K 0.23%
9,339
-100
62
$717K 0.23%
25,492
-1,000
63
$706K 0.23%
3,550
+232
64
$694K 0.22%
+15,532
65
$671K 0.21%
9,500
+240
66
$633K 0.2%
2,950
+367
67
$629K 0.2%
10,120
+1,135
68
$628K 0.2%
5,151
+2,578
69
$620K 0.2%
25,892
+1,976
70
$593K 0.19%
+13,833
71
$577K 0.18%
7,467
+605
72
$567K 0.18%
+3,095
73
$564K 0.18%
4,322
74
$535K 0.17%
+66,433
75
$533K 0.17%
73,686
1 2
3
4 5