PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$430M
AUM Growth
-$3.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$2.4M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$392K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$360K

Top Sells

1
+$1.27M
2
+$749K
3
+$540K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$494K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$435K

Sector Composition

1 Technology 19.93%
2 Financials 14.72%
3 Industrials 10.25%
4 Healthcare 9.66%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.38%
20,017
+1,113
52
$1.61M 0.37%
7,573
+944
53
$1.6M 0.37%
64,597
54
$1.6M 0.37%
14,831
+235
55
$1.59M 0.37%
3,837
+685
56
$1.51M 0.35%
36,669
-125
57
$1.48M 0.34%
12,501
-267
58
$1.48M 0.34%
59,760
-14,172
59
$1.45M 0.34%
29,849
+592
60
$1.41M 0.33%
30,780
61
$1.31M 0.3%
15,841
-135
62
$1.29M 0.3%
8,636
+1,877
63
$1.27M 0.29%
2,483
-298
64
$1.24M 0.29%
9,697
+674
65
$1.19M 0.28%
2,464
66
$1.05M 0.24%
6,869
-1,079
67
$1.02M 0.24%
4,824
-132
68
$1.02M 0.24%
9,452
+997
69
$993K 0.23%
2,946
70
$969K 0.23%
25,708
-300
71
$949K 0.22%
8,864
+353
72
$930K 0.22%
51,810
-1,806
73
$913K 0.21%
14,732
-1,025
74
$898K 0.21%
4,691
-90
75
$891K 0.21%
18,544
+5,757
1 2
3
4 5