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
$454M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$3.06M
3
+$1.52M
4
MDT icon
Medtronic
MDT
+$1.04M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$905K

Top Sells

1
+$5.15M
2
+$1.72M
3
+$1.34M
4
VFC icon
VF Corp
VFC
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$499K

Sector Composition

1 Technology 19.13%
2 Financials 12.68%
3 Industrials 11.24%
4 Healthcare 9.76%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.47%
83,464
-52,874
52
$2.08M 0.46%
3,494
-47
53
$2.03M 0.45%
12,925
54
$1.95M 0.43%
23,764
+435
55
$1.86M 0.41%
29,295
-375
56
$1.85M 0.41%
14,841
+245
57
$1.78M 0.39%
34,278
-1,096
58
$1.72M 0.38%
34,879
-430
59
$1.7M 0.37%
3,194
+114
60
$1.58M 0.35%
15,802
+131
61
$1.57M 0.35%
15,250
-4,537
62
$1.51M 0.33%
13,689
-63
63
$1.49M 0.33%
13,733
64
$1.48M 0.33%
2,363
-71
65
$1.41M 0.31%
61,507
66
$1.24M 0.27%
25,990
+104
67
$1.22M 0.27%
24,640
68
$1.17M 0.26%
8,304
-40
69
$1.15M 0.25%
4,394
-120
70
$1.14M 0.25%
2,156
-56
71
$975K 0.21%
8,062
72
$963K 0.21%
11,488
-4,855
73
$919K 0.2%
48,861
74
$915K 0.2%
8,200
+3,640
75
$914K 0.2%
24,312
+7
1 2
3
4 5