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
$531M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.48M
3
+$1.36M
4
ACN icon
Accenture
ACN
+$871K
5
AMTM
Amentum Holdings
AMTM
+$774K

Top Sells

1
+$2.36M
2
+$1.68M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.48M
5
SYK icon
Stryker
SYK
+$980K

Sector Composition

1 Technology 21.4%
2 Financials 11.88%
3 Industrials 10.79%
4 Healthcare 8.7%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.39%
3,953
+60
52
$2.03M 0.38%
22,108
-8,510
53
$1.97M 0.37%
11,569
54
$1.96M 0.37%
12,119
-425
55
$1.95M 0.37%
37,764
-250
56
$1.94M 0.36%
17,042
-867
57
$1.89M 0.36%
7,981
-432
58
$1.84M 0.35%
15,709
+1
59
$1.69M 0.32%
29,903
-944
60
$1.68M 0.32%
14,777
+1,220
61
$1.65M 0.31%
39,321
+2,860
62
$1.64M 0.31%
9,480
-310
63
$1.62M 0.3%
13,810
64
$1.59M 0.3%
24,420
-70
65
$1.55M 0.29%
9,297
-71
66
$1.45M 0.27%
2,340
-2
67
$1.38M 0.26%
16,640
-6,208
68
$1.37M 0.26%
11,289
-1,033
69
$1.19M 0.22%
2,037
70
$1.13M 0.21%
10,353
-2,041
71
$1.11M 0.21%
24,398
+7
72
$1.1M 0.21%
6,491
+1,295
73
$1.07M 0.2%
14,907
74
$1.01M 0.19%
11,488
75
$919K 0.17%
3,245
-96
1 2
3
4 5