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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.37M
3
+$7.25M
4
HD icon
Home Depot
HD
+$6.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.58%
2 Financials 11.13%
3 Industrials 10.19%
4 Healthcare 10.01%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.22%
+5,094
77
$383K 0.2%
+4,479
78
$363K 0.19%
+2,895
79
$362K 0.19%
+4,708
80
$354K 0.19%
+3,337
81
$348K 0.18%
+8,428
82
$338K 0.18%
+15,630
83
$337K 0.18%
+5,835
84
$337K 0.18%
+4,850
85
$337K 0.18%
+4,926
86
$317K 0.17%
+7,827
87
$316K 0.17%
+5,579
88
$312K 0.16%
+2,780
89
$308K 0.16%
+10,680
90
$306K 0.16%
+20,796
91
$301K 0.16%
+3,782
92
$297K 0.16%
+7,830
93
$296K 0.16%
+4,275
94
$272K 0.14%
+51,750
95
$270K 0.14%
+2,880
96
$256K 0.13%
+1,672
97
$256K 0.13%
+5,220
98
$236K 0.12%
+6,925
99
$236K 0.12%
+4,000
100
$231K 0.12%
+2,800
1 2 3
4
5