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
$414M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.26M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.2M

Top Sells

1
+$1.95M
2
+$1.13M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$868K
5
JPM icon
JPMorgan Chase
JPM
+$791K

Sector Composition

1 Technology 18.36%
2 Financials 14.56%
3 Industrials 10.04%
4 Healthcare 9.11%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.35%
19,873
+304
52
$1.46M 0.35%
87,594
+18,511
53
$1.43M 0.34%
13,148
+50
54
$1.42M 0.34%
10,716
+15
55
$1.4M 0.34%
11,831
+225
56
$1.4M 0.34%
7,043
-1,902
57
$1.34M 0.32%
58,433
+16,225
58
$1.33M 0.32%
11,674
-711
59
$1.29M 0.31%
35,563
-937
60
$1.25M 0.3%
+9,941
61
$1.22M 0.3%
3,289
-18
62
$1.22M 0.29%
3,462
-75
63
$1.2M 0.29%
10,519
+4,269
64
$1.2M 0.29%
+22,674
65
$1.18M 0.29%
106,716
-468
66
$1.16M 0.28%
4,561
+195
67
$1.08M 0.26%
31,905
-75
68
$1.06M 0.26%
19,938
+96
69
$1.06M 0.26%
2,771
-105
70
$1.05M 0.25%
7,887
-1,685
71
$985K 0.24%
9,520
-760
72
$983K 0.24%
15,362
-635
73
$956K 0.23%
8,377
+1,882
74
$883K 0.21%
55,176
-8,724
75
$868K 0.21%
26,308
1 2
3
4 5