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
$511M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$2.88M
3
+$2.51M
4
FTNT icon
Fortinet
FTNT
+$865K
5
AVNM icon
Avantis All International Markets Equity ETF
AVNM
+$846K

Top Sells

1
+$5.87M
2
+$1.72M
3
+$656K
4
PEP icon
PepsiCo
PEP
+$619K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$366K

Sector Composition

1 Technology 21.49%
2 Financials 11.96%
3 Industrials 10.59%
4 Healthcare 8.75%
5 Communication Services 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.37%
14,896
52
$1.87M 0.37%
22,848
-845
53
$1.83M 0.36%
8,413
-417
54
$1.83M 0.36%
12,544
-259
55
$1.83M 0.36%
30,847
-4,032
56
$1.82M 0.36%
22,733
57
$1.81M 0.35%
15,708
-195
58
$1.72M 0.34%
3,117
59
$1.72M 0.34%
36,461
60
$1.72M 0.34%
9,368
-399
61
$1.65M 0.32%
24,490
62
$1.62M 0.32%
12,394
-616
63
$1.58M 0.31%
38,014
-1,740
64
$1.57M 0.31%
9,790
65
$1.54M 0.3%
2,342
66
$1.52M 0.3%
12,322
-608
67
$1.47M 0.29%
13,810
68
$1.41M 0.28%
13,557
-7
69
$1.25M 0.24%
4,108
+1,847
70
$1.05M 0.21%
11,488
71
$1.04M 0.2%
2,037
-54
72
$1.03M 0.2%
5,196
73
$1M 0.2%
24,391
+1
74
$949K 0.19%
14,907
75
$894K 0.18%
3,341
-21
1 2
3
4 5