PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+0.29%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$406M
AUM Growth
+$406M
(+0.82%)
Cap. Flow
+$932K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
37.44%
Holding
139
New
–
Increased
48
Reduced
43
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.42M |
| 2 |
Schlumberger
SLB
|
$831K |
| 3 |
ConocoPhillips
COP
|
$574K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$518K |
| 5 |
Cloudflare
NET
|
$509K |
Top Sells
| 1 |
AT&T
T
|
$1.31M |
| 2 |
Oracle
ORCL
|
$779K |
| 3 |
S&P Global
SPGI
|
$427K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$402K |
| 5 |
Microsoft
MSFT
|
$364K |
Sector Composition
| 1 | Technology | 20.11% |
| 2 | Financials | 15.39% |
| 3 | Industrials | 10.03% |
| 4 | Healthcare | 9.58% |
| 5 | Communication Services | 7.34% |
