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
$414M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$1.9M
3
+$1.88M
4
MDT icon
Medtronic
MDT
+$1.76M
5
VFC icon
VF Corp
VFC
+$1.08M

Top Sells

1
+$5.85M
2
+$2.66M
3
+$1.19M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.08M
5
SYK icon
Stryker
SYK
+$603K

Sector Composition

1 Technology 19.05%
2 Financials 11.98%
3 Industrials 10.98%
4 Healthcare 10.1%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.01M 0.49%
12,925
-839
52
$1.9M 0.46%
22,733
53
$1.89M 0.46%
23,329
-14,641
54
$1.84M 0.44%
15,671
+1
55
$1.84M 0.44%
12,928
56
$1.81M 0.44%
3,541
57
$1.8M 0.43%
29,670
58
$1.76M 0.42%
+22,445
59
$1.71M 0.41%
19,787
+2,263
60
$1.69M 0.41%
15,618
+86
61
$1.68M 0.41%
14,596
+245
62
$1.56M 0.38%
3,080
+9
63
$1.49M 0.36%
61,507
-1,590
64
$1.48M 0.36%
16,343
65
$1.44M 0.35%
35,309
-68
66
$1.33M 0.32%
13,752
+558
67
$1.3M 0.31%
13,733
+5
68
$1.24M 0.3%
2,434
69
$1.13M 0.27%
25,886
+1,877
70
$1.12M 0.27%
2,212
-167
71
$1.1M 0.27%
8,344
-170
72
$1.09M 0.26%
32,961
-400
73
$1.03M 0.25%
24,640
-488
74
$904K 0.22%
5,613
75
$865K 0.21%
4,514
1 2
3
4 5