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
$202M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.55M
2
+$4.19M
3
+$1.78M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$986K
5
HYLD
High Yield ETF
HYLD
+$862K

Top Sells

1
+$5.98M
2
+$645K
3
+$281K
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$236K
5
DVY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.21%
+8,422
77
$417K 0.21%
11,775
-2,015
78
$411K 0.2%
15,283
79
$406K 0.2%
5,120
+412
80
$391K 0.19%
9,787
+1,960
81
$389K 0.19%
2,895
82
$383K 0.19%
4,539
-555
83
$357K 0.18%
4,926
84
$353K 0.18%
7,269
-1,807
85
$346K 0.17%
+4,592
86
$341K 0.17%
8,232
-196
87
$335K 0.17%
+6,866
88
$318K 0.16%
33,225
-29,358
89
$310K 0.15%
9,917
-3,350
90
$307K 0.15%
10,680
91
$306K 0.15%
5,482
-97
92
$304K 0.15%
4,850
93
$300K 0.15%
20,796
94
$296K 0.15%
4,275
95
$295K 0.15%
4,865
-970
96
$283K 0.14%
+6,330
97
$282K 0.14%
10,470
-5,160
98
$277K 0.14%
2,640
-140
99
$267K 0.13%
2,880
100
$264K 0.13%
9,050
+2,000
1 2 3
4
5