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
$414M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$2.26M
3
+$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.2M

Top Sells

1
+$1.95M
2
+$1.13M
3
+$1.03M
4
MSFT icon
Microsoft
MSFT
+$868K
5
JPM icon
JPMorgan Chase
JPM
+$791K

Sector Composition

1 Technology 18.36%
2 Financials 14.56%
3 Industrials 10.04%
4 Healthcare 9.11%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.21%
15,499
-709
77
$855K 0.21%
51,535
+25,003
78
$846K 0.2%
3,063
79
$819K 0.2%
15,532
80
$780K 0.19%
3,643
81
$753K 0.18%
3,403
+1,020
82
$733K 0.18%
4,426
+570
83
$691K 0.17%
67,586
84
$678K 0.16%
4,210
-32
85
$662K 0.16%
7,582
86
$655K 0.16%
85,237
-3,462
87
$643K 0.16%
5,693
-55
88
$633K 0.15%
28,765
-151
89
$631K 0.15%
2,908
90
$625K 0.15%
16,386
+6,122
91
$620K 0.15%
9,853
+36
92
$561K 0.14%
20,790
-3,692
93
$558K 0.13%
14,550
94
$555K 0.13%
6,037
+1,126
95
$554K 0.13%
6,625
96
$550K 0.13%
1,511
+496
97
$543K 0.13%
9,342
-289
98
$527K 0.13%
8,155
-225
99
$524K 0.13%
1,780
-18
100
$505K 0.12%
9,695
-325
2 3
4
5 6