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
$541M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.54M
3
+$1.08M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$896K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$397K

Top Sells

1
+$6.52M
2
+$541K
3
+$487K
4
BKNG icon
Booking.com
BKNG
+$358K
5
DIS icon
Walt Disney
DIS
+$319K

Sector Composition

1 Technology 20.66%
2 Financials 12.38%
3 Industrials 10.55%
4 Healthcare 8.03%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.39%
29,788
-115
52
$1.97M 0.36%
14,876
53
$1.92M 0.35%
7,981
54
$1.87M 0.35%
20,424
-1,684
55
$1.83M 0.34%
22,733
56
$1.82M 0.34%
4,100
+147
57
$1.77M 0.33%
3,403
58
$1.75M 0.32%
17,632
+590
59
$1.74M 0.32%
12,041
-78
60
$1.73M 0.32%
11,364
-205
61
$1.72M 0.32%
9,042
-255
62
$1.67M 0.31%
24,095
-325
63
$1.65M 0.31%
14,602
-175
64
$1.65M 0.31%
15,353
-356
65
$1.59M 0.29%
13,810
66
$1.51M 0.28%
39,321
67
$1.47M 0.27%
2,337
-3
68
$1.45M 0.27%
10,789
-500
69
$1.18M 0.22%
24,398
70
$1.08M 0.2%
+9,370
71
$1.03M 0.19%
2,037
72
$993K 0.18%
9,514
-839
73
$992K 0.18%
6,456
-35
74
$984K 0.18%
11,488
75
$906K 0.17%
3,125
-120
1 2
3
4 5