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
$204M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$889K
3
+$808K
4
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$789K
5
RGLD icon
Royal Gold
RGLD
+$729K

Top Sells

1
+$1,000K
2
+$689K
3
+$608K
4
NOV icon
NOV
NOV
+$549K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$443K

Sector Composition

1 Financials 14.05%
2 Technology 12.73%
3 Healthcare 10.16%
4 Industrials 10.07%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$413K 0.2%
207
-202
77
$405K 0.2%
+13,967
78
$390K 0.19%
36,885
+1,100
79
$381K 0.19%
+23,678
80
$373K 0.18%
3,568
+105
81
$373K 0.18%
17,816
-1,906
82
$372K 0.18%
14,532
83
$367K 0.18%
5,410
84
$363K 0.18%
9,982
85
$355K 0.17%
21,250
86
$345K 0.17%
+3,840
87
$332K 0.16%
+50,272
88
$327K 0.16%
9,487
+1,400
89
$327K 0.16%
7,000
90
$312K 0.15%
14,745
-70
91
$305K 0.15%
11,250
92
$299K 0.15%
2,438
93
$298K 0.15%
+6,250
94
$298K 0.15%
3,960
-245
95
$291K 0.14%
11,314
+1,634
96
$279K 0.14%
11,768
+388
97
$279K 0.14%
10,920
+450
98
$275K 0.14%
6,447
-2,889
99
$274K 0.13%
6,835
100
$269K 0.13%
+2,531
2 3
4
5 6