PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+4.89%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$190M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.48%
Holding
112
New
112
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$11.2M |
| 2 |
Walt Disney
DIS
|
$7.37M |
| 3 |
Invesco Pharmaceuticals ETF
PJP
|
$7.26M |
| 4 |
Home Depot
HD
|
$6.55M |
| 5 |
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% |
