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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
-11.43%
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
$267M
AUM Growth
-$30M
(-10%)
Cap. Flow
+$6.22M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
37.15%
Holding
140
New
10
Increased
63
Reduced
40
Closed
12
Top Buys
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.65M |
| 2 |
HYLD
High Yield ETF
HYLD
|
+$1.6M |
| 3 |
ProShares UltraShort S&P500
SDS
|
+$853K |
| 4 |
S&P Global
SPGI
|
+$759K |
| 5 |
JPMorgan Chase
JPM
|
+$692K |
Top Sells
Sector Composition
| 1 | Financials | 16.6% |
| 2 | Technology | 15.82% |
| 3 | Healthcare | 12.39% |
| 4 | Industrials | 8.78% |
| 5 | Communication Services | 5.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Chevron
CVX
$362B
| $471K | 0.18% |
4,331
+212
| +5% | +$24.6K |
|
77
Invesco S&P Spin-Off ETF
CSD
$219M
| $463K | 0.17% |
10,925
-4,009
| -27% | -$194K |
|
78
iShares Core S&P Small-Cap ETF
IJR
$109B
| $463K | 0.17% |
6,672
-884
| -12% | -$68.3K |
|
|
GMLP
79
DELISTED
Golar LNG Partners LP
GMLP
| $463K | 0.17% |
42,837
+1,227
| +3% | +$16.1K |
|
80
UnitedHealth
UNH
$386B
| $435K | 0.16% |
1,747
+65
| +4% | +$17.2K |
|
|
AMID
81
DELISTED
American Midstream Partners, LP
AMID
| – | – |
0
| – | – |
|
82
ProShares Short S&P500
SH
$873M
| $418K | 0.16% |
+3,336
| New | +$393K |
|
83
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
| $410K | 0.15% |
17,419
+2,730
| +19% | +$66.2K |
|
84
Vanguard Large-Cap ETF
VV
$52.8B
| $406K | 0.15% |
3,531
+63
| +2% | +$7.8K |
|
85
AT&T
T
$148B
| $385K | 0.14% |
17,858
-2,900
| -14% | -$67.5K |
|
86
iShares Short Maturity Bond ETF
NEAR
$4.79B
| $380K | 0.14% |
7,619
+850
| +13% | +$42.5K |
|
87
Costco
COST
$409B
| $376K | 0.14% |
1,845
+75
| +4% | +$16.8K |
|
88
O'Reilly Automotive
ORLY
$71.1B
| $372K | 0.14% |
16,200
+570
| +4% | +$13K |
|
89
IBM
IBM
$204B
| $358K | 0.13% |
3,297
+52
| +2% | +$6.24K |
|
90
Progressive
PGR
$132B
| $340K | 0.13% |
5,642
-74
| -1% | -$4.92K |
|
91
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
| $334K | 0.13% |
8,088
-4,145
| -34% | -$177K |
|
92
Verizon
VZ
$177B
| $332K | 0.12% |
5,905
-175
| -3% | -$9.93K |
|
93
US Bancorp
USB
$96.8B
| $311K | 0.12% |
6,803
+175
| +3% | +$9.01K |
|
94
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $306K | 0.11% |
9,210
+1,645
| +22% | +$60K |
|
95
Corning
GLW
$161B
| $295K | 0.11% |
9,775
-348
| -3% | -$11.1K |
|
96
Intuit
INTU
$77.3B
| $288K | 0.11% |
1,462
+112
| +8% | +$23.3K |
|
97
SLB Ltd
SLB
$71.1B
| $285K | 0.11% |
7,894
+786
| +11% | +$38.8K |
|
98
iShares US Real Estate ETF
IYR
$4.71B
| $284K | 0.11% |
3,791
+345
| +10% | +$27.1K |
|
99
Alphabet (Google) Class C
GOOG
$4.36T
| $274K | 0.1% |
+5,300
| New | +$284K |
|
100
Church & Dwight Co
CHD
$22.6B
| $273K | 0.1% |
4,156
+58
| +1% | +$3.67K |
|
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