PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+1.93%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$202M
AUM Growth
+$202M
(+6.2%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
38.64%
Holding
123
New
11
Increased
32
Reduced
49
Closed
5
Top Buys
| 1 |
Invesco Pharmaceuticals ETF
PJP
|
$5.55M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$4.19M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.78M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$986K |
| 5 |
HYLD
High Yield ETF
HYLD
|
$862K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$5.98M |
| 2 |
Teck Resources
TECK
|
$645K |
| 3 |
BlackRock Resources & Commodities Strategy Trust
BCX
|
$281K |
| 4 |
SPDR S&P Emerging Markets Dividend ETF
EDIV
|
$236K |
| 5 |
iShares Select Dividend ETF
DVY
|
$235K |
Sector Composition
| 1 | Financials | 12.76% |
| 2 | Technology | 11.92% |
| 3 | Healthcare | 9.58% |
| 4 | Industrials | 9.39% |
| 5 | Energy | 7.09% |
