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
$383M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$4.93M
3
+$869K
4
NET icon
Cloudflare
NET
+$564K
5
SPG icon
Simon Property Group
SPG
+$533K

Top Sells

1
+$1.88M
2
+$1.76M
3
+$1.17M
4
WFC icon
Wells Fargo
WFC
+$732K
5
ORCL icon
Oracle
ORCL
+$530K

Sector Composition

1 Technology 19.52%
2 Financials 14.73%
3 Healthcare 9.98%
4 Industrials 9.73%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.38%
12,385
+414
52
$1.46M 0.38%
9,572
-924
53
$1.34M 0.35%
36,500
-2,535
54
$1.33M 0.35%
3,537
+40
55
$1.23M 0.32%
11,606
+50
56
$1.2M 0.31%
13,098
+540
57
$1.16M 0.3%
3,307
-111
58
$1.1M 0.29%
107,184
+37,751
59
$1.09M 0.29%
2,876
+63
60
$1.08M 0.28%
35,690
-24,243
61
$1.02M 0.27%
19,842
-160
62
$1M 0.26%
22,072
+838
63
$969K 0.25%
63,900
-2,346
64
$965K 0.25%
31,980
-450
65
$944K 0.25%
69,083
+15,383
66
$935K 0.24%
4,366
+1,154
67
$917K 0.24%
42,208
+23,614
68
$900K 0.24%
10,280
-100
69
$860K 0.22%
26,308
+416
70
$852K 0.22%
15,532
71
$800K 0.21%
3,063
+113
72
$797K 0.21%
15,997
-1,040
73
$788K 0.21%
3,643
+93
74
$689K 0.18%
5,748
+279
75
$686K 0.18%
24,482
-1,010
1 2
3
4 5