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
$432M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.07M
2
+$4.12M
3
+$2.18M
4
VFC icon
VF Corp
VFC
+$1.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.08M

Top Sells

1
+$10.9M
2
+$3.49M
3
+$1.76M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.01M
5
AAPL icon
Apple
AAPL
+$981K

Sector Composition

1 Technology 19.98%
2 Financials 12.02%
3 Industrials 10.93%
4 Healthcare 10.1%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.49%
22,733
52
$1.98M 0.46%
12,928
53
$1.89M 0.44%
17,524
+1,843
54
$1.89M 0.44%
29,670
-225
55
$1.79M 0.41%
15,532
-840
56
$1.76M 0.41%
35,864
+650
57
$1.76M 0.41%
14,351
+520
58
$1.73M 0.4%
3,541
59
$1.68M 0.39%
15,670
-374
60
$1.6M 0.37%
3,071
+105
61
$1.51M 0.35%
35,377
+5,919
62
$1.44M 0.33%
13,194
+563
63
$1.37M 0.32%
13,728
-484
64
$1.33M 0.31%
16,343
-917
65
$1.27M 0.29%
63,097
66
$1.22M 0.28%
33,361
+1
67
$1.14M 0.26%
2,379
-15
68
$1.12M 0.26%
2,434
-15
69
$1.11M 0.26%
24,009
-373
70
$1.07M 0.25%
25,128
-180
71
$1.03M 0.24%
8,514
+179
72
$953K 0.22%
4,514
-5
73
$953K 0.22%
5,613
74
$925K 0.21%
8,062
75
$917K 0.21%
2,973
1 2
3
4 5