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PAM
Peak Asset Management Portfolio holdings
AUM
$567M
1-Year Est. Return
16.44%
This Fund
S&P 500
This Quarter
Est. Return
+3.26%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$541M
AUM Growth
+$9.96M
(+1.9%)
Cap. Flow
-$3.45M
Cap. Flow
% of AUM
-0.64%
Top 10 Holdings %
Top 10 Hldgs %
37.86%
Holding
153
New
3
Increased
22
Reduced
58
Closed
6
Top Buys
Top Sells
| 1 |
Oracle
ORCL
|
+$6.95M |
| 2 |
JPMorgan Chase
JPM
|
+$526K |
| 3 |
Apple
AAPL
|
+$459K |
| 4 |
Booking.com
BKNG
|
+$346K |
| 5 |
Walt Disney
DIS
|
+$301K |
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
Wells Fargo
WFC
$261B
| $2.09M | 0.39% |
29,788
-115
| -0.4% | -$7.85K |
|
52
State Street SPDR S&P Dividend ETF
SDY
$21.5B
| $1.97M | 0.36% |
14,876
| – | – |
|
53
Vanguard Small-Cap ETF
VB
$79.9B
| $1.92M | 0.35% |
7,981
| – | – |
|
54
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $1.87M | 0.35% |
20,424
-1,684
| -8% | -$154K |
|
55
Stanley Black & Decker
SWK
$13.6B
| $1.83M | 0.34% |
22,733
| – | – |
|
56
Adobe
ADBE
$87.8B
| $1.82M | 0.34% |
4,100
+147
| +4% | +$72.8K |
|
57
Thermo Fisher Scientific
TMO
$198B
| $1.77M | 0.33% |
3,403
| – | – |
|
58
Merck
MRK
$298B
| $1.75M | 0.32% |
17,632
+590
| +3% | +$60.8K |
|
59
Johnson & Johnson
JNJ
$611B
| $1.74M | 0.32% |
12,041
-78
| -0.6% | -$12.1K |
|
60
PepsiCo
PEP
$185B
| $1.73M | 0.32% |
11,364
-205
| -2% | -$33.6K |
|
61
Alphabet (Google) Class C
GOOG
$4.36T
| $1.72M | 0.32% |
9,042
-255
| -3% | -$45K |
|
62
Amphenol
APH
$195B
| $1.67M | 0.31% |
24,095
-325
| -1% | -$22.8K |
|
63
Abbott
ABT
$155B
| $1.65M | 0.31% |
14,602
-175
| -1% | -$20.2K |
|
64
ExxonMobil
XOM
$601B
| $1.65M | 0.31% |
15,353
-356
| -2% | -$41.6K |
|
65
iShares Core S&P Small-Cap ETF
IJR
$109B
| $1.59M | 0.29% |
13,810
| – | – |
|
66
SLB Ltd
SLB
$71.1B
| $1.51M | 0.28% |
39,321
| – | – |
|
67
Intuit
INTU
$77.3B
| $1.47M | 0.27% |
2,337
-3
| -0.1% | -$1.92K |
|
68
NVIDIA
NVDA
$5.13T
| $1.45M | 0.27% |
10,789
-500
| -4% | -$68.9K |
|
69
State Street Financial Select Sector SPDR ETF
XLF
$54.7B
| $1.18M | 0.22% |
24,398
| – | – |
|
70
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
| $1.08M | 0.2% |
+9,370
| New | +$1.09M |
|
71
UnitedHealth
UNH
$386B
| $1.03M | 0.19% |
2,037
| – | – |
|
72
MKS Inc
MKSI
$24.2B
| $993K | 0.18% |
9,514
-839
| -8% | -$90.6K |
|
73
Qualcomm
QCOM
$188B
| $992K | 0.18% |
6,456
-35
| -0.5% | -$5.73K |
|
74
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
| $984K | 0.18% |
22,976
| – | – |
|
75
Vanguard Total Stock Market ETF
VTI
$665B
| $906K | 0.17% |
3,125
-120
| -4% | -$35K |
|
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