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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
+4.89%
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
$190M
AUM Growth
–
Cap. Flow
+$443M
Cap. Flow %
233.52%
Top 10 Hldgs %
35.48%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–

Top Buys

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$260M
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$11.2M
3
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$7.26M
4
DIS icon
Walt Disney
DIS
+$7.06M
5
MSFT icon
Microsoft
MSFT
+$6.29M

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
VNQ icon
76
Vanguard Real Estate ETF
VNQ
$38.6B
$413K 0.22%
+5,094
New +$400K
SLB icon
77
SLB Ltd
SLB
$70.8B
$383K 0.2%
+4,479
New +$412K
TMO icon
78
Thermo Fisher Scientific
TMO
$199B
$363K 0.19%
+2,895
New +$352K
IYR icon
79
iShares US Real Estate ETF
IYR
$4.71B
$362K 0.19%
+4,708
New +$352K
IEF icon
80
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$354K 0.19%
+3,337
New +$352K
XLK icon
81
State Street Technology Select Sector SPDR ETF
XLK
$120B
$348K 0.18%
+16,856
New +$342K
EUO icon
82
ProShares UltraShort Euro
EUO
$35.3M
$338K 0.18%
+15,630
New +$318K
XLV icon
83
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$337K 0.18%
+4,926
New +$330K
NS
84
DELISTED
NuStar Energy L.P.
NS
$337K 0.18%
+5,835
New +$347K
RDS.B
85
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$337K 0.18%
+4,850
New +$350K
ITT icon
86
ITT
ITT
$17.4B
$317K 0.17%
+7,827
New +$327K
XLI icon
87
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$316K 0.17%
+5,579
New +$307K
CVX icon
88
Chevron
CVX
$362B
$312K 0.16%
+2,780
New +$316K
HYMB icon
89
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.09B
$308K 0.16%
+10,680
New +$305K
SCHV
90
Schwab US Large-Cap Value ETF
SCHV
$15.7B
$306K 0.16%
+20,796
New +$300K
VCSH icon
91
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$301K 0.16%
+3,782
New +$302K
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$229B
$297K 0.16%
+7,830
New +$303K
CL icon
93
Colgate-Palmolive
CL
$73.1B
$296K 0.16%
+4,275
New +$289K
PPT
94
Putnam Premier Income Trust
PPT
$328M
$272K 0.14%
+51,750
New +$278K
IVE icon
95
iShares S&P 500 Value ETF
IVE
$48.5B
$270K 0.14%
+2,880
New +$264K
IBM icon
96
IBM
IBM
$206B
$256K 0.13%
+1,672
New +$266K
TRP icon
97
TC Energy
TRP
$71.8B
$256K 0.13%
+5,220
New +$253K
EDIV icon
98
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$236K 0.12%
+6,925
New +$246K
IJS icon
99
iShares S&P Small-Cap 600 Value ETF
IJS
$8.06B
$236K 0.12%
+4,000
New +$226K
MMP
100
DELISTED
Magellan Midstream Partners, L.P.
MMP
$231K 0.12%
+2,800
New +$229K
1 2 3
4
5

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