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
$409M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$5.87M
3
+$1.36M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.24M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.1M

Top Sells

1
+$13.1M
2
+$8.73M
3
+$1.13M
4
ORCL icon
Oracle
ORCL
+$492K
5
PCAR icon
PACCAR
PCAR
+$295K

Sector Composition

1 Technology 18.61%
2 Financials 11.43%
3 Industrials 10.78%
4 Healthcare 10.18%
5 Communication Services 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.43%
15,033
+698
52
$1.76M 0.43%
16,044
+792
53
$1.75M 0.43%
12,928
54
$1.73M 0.42%
35,214
-795
55
$1.71M 0.42%
13,831
56
$1.71M 0.42%
2,966
+116
57
$1.69M 0.41%
29,895
-135
58
$1.43M 0.35%
17,260
-230
59
$1.39M 0.34%
15,681
+1,556
60
$1.37M 0.34%
14,212
+316
61
$1.36M 0.33%
+3,541
62
$1.36M 0.33%
63,097
-500
63
$1.36M 0.33%
33,360
-999
64
$1.28M 0.31%
12,631
+20
65
$1.13M 0.28%
2,394
+83
66
$1.1M 0.27%
24,382
+11,026
67
$1.1M 0.27%
29,458
+642
68
$1.1M 0.27%
+14,857
69
$1.09M 0.27%
2,449
70
$1.05M 0.26%
8,062
71
$1.03M 0.25%
25,308
72
$960K 0.23%
4,519
-16
73
$925K 0.23%
14,907
+375
74
$896K 0.22%
18,202
-101
75
$867K 0.21%
8,335
+1,220
1 2
3
4 5