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
$351M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$2.55M
3
+$1.1M
4
JPM icon
JPMorgan Chase
JPM
+$859K
5
DIS icon
Walt Disney
DIS
+$635K

Top Sells

1
+$3.39M
2
+$2.01M
3
+$1.08M
4
IYR icon
iShares US Real Estate ETF
IYR
+$918K
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$886K

Sector Composition

1 Technology 18.85%
2 Financials 11.06%
3 Industrials 10.84%
4 Healthcare 10.1%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.44%
11,699
+433
52
$1.47M 0.42%
13,681
+1,802
53
$1.45M 0.41%
2,850
-29
54
$1.43M 0.41%
15,977
+1,865
55
$1.43M 0.41%
30,555
-150
56
$1.38M 0.39%
7,317
+1,456
57
$1.33M 0.38%
15,251
-410
58
$1.31M 0.37%
36,509
-60
59
$1.28M 0.36%
14,696
-70
60
$1.26M 0.36%
17,490
+315
61
$1.25M 0.36%
2,478
+25
62
$1.22M 0.35%
12,611
+110
63
$1.16M 0.33%
6,756
+903
64
$1.15M 0.33%
28,621
-916
65
$1.11M 0.32%
13,497
+3,729
66
$1.1M 0.31%
+22,526
67
$997K 0.28%
2,574
+110
68
$853K 0.24%
5,988
69
$847K 0.24%
25,308
-400
70
$825K 0.23%
14,732
71
$805K 0.23%
26,500
-17,000
72
$765K 0.22%
2,973
+27
73
$756K 0.22%
8,062
74
$739K 0.21%
9,422
+138
75
$720K 0.21%
51,036
-810
1 2
3
4 5