PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.89M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
5
CVX icon
Chevron
CVX
+$2.47M

Top Sells

1
+$5.84M
2
+$2.8M
3
+$2.72M
4
WFC icon
Wells Fargo
WFC
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 19.3%
2 Financials 15.62%
3 Healthcare 10.34%
4 Industrials 9.78%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.17%
9,467
+1,326
77
$493K 0.16%
69,218
+18,982
78
$457K 0.15%
2,012
-11
79
$446K 0.14%
+3,317
80
$439K 0.14%
6,355
+391
81
$424K 0.14%
4,626
+568
82
$408K 0.13%
17,866
-741
83
$401K 0.13%
200,421
+64,821
84
$382K 0.12%
+5,291
85
$381K 0.12%
4,835
-43
86
$370K 0.12%
9,817
87
$355K 0.11%
14,895
88
$353K 0.11%
2,443
+324
89
$343K 0.11%
2,502
+464
90
$342K 0.11%
18,816
+7,626
91
$340K 0.11%
9,570
-710
92
$339K 0.11%
13,919
-3,978
93
$323K 0.1%
2,415
+490
94
$322K 0.1%
4,022
-110
95
$312K 0.1%
1,656
96
$310K 0.1%
17,670
-35,694
97
$307K 0.1%
+1,873
98
$304K 0.1%
+6,000
99
$289K 0.09%
+2,142
100
$279K 0.09%
4,483
2 3
4
5 6