We are live on ! Find out more
PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+0.29%
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
$406M
AUM Growth
+$3.31M
Cap. Flow
+$3M
Cap. Flow %
0.74%
Top 10 Hldgs %
37.44%
Holding
139
New
–
Increased
46
Reduced
44
Closed
3

Top Buys

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.42M
2
SLB icon
SLB Ltd
SLB
+$803K
3
NET icon
Cloudflare
NET
+$540K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$519K
5
COP icon
ConocoPhillips
COP
+$489K

Top Sells

1
T icon
AT&T
T
+$1.31M
2
ORCL icon
Oracle
ORCL
+$790K
3
SPGI icon
S&P Global
SPGI
+$435K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$404K
5
MSFT icon
Microsoft
MSFT
+$376K

Sector Composition

1 Technology 20.11%
2 Financials 15.39%
3 Industrials 10.03%
4 Healthcare 9.58%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYR icon
76
iShares US Real Estate ETF
IYR
$4.71B
$813K 0.2%
7,943
+1,083
+16% +$115K
INTC icon
77
Intel
INTC
$542B
$811K 0.2%
15,225
– –
ECL icon
78
Ecolab
ECL
$75.9B
$751K 0.19%
3,600
-43
-1% -$9.42K
EW icon
79
Edwards Lifesciences
EW
$51.9B
$750K 0.18%
6,625
– –
DWX icon
80
State Street SPDR S&P International Dividend ETF
DWX
$519M
$708K 0.17%
18,658
+564
+3% +$22.5K
MMM icon
81
3M
MMM
$81.7B
$635K 0.16%
4,330
+120
+3% +$19.4K
CHD icon
82
Church & Dwight Co
CHD
$22.6B
$626K 0.15%
7,582
– –
CSD icon
83
Invesco S&P Spin-Off ETF
CSD
$219M
$619K 0.15%
9,853
– –
HON icon
84
Honeywell
HON
$70.6B
$617K 0.15%
3,085
– –
GOOG icon
85
Alphabet (Google) Class C
GOOG
$4.36T
$610K 0.15%
4,580
+840
+22% +$116K
META icon
86
Meta Platforms (Facebook)
META
$1.68T
$600K 0.15%
1,767
-13
-0.7% -$4.68K
VEA icon
87
Vanguard FTSE Developed Markets ETF
VEA
$229B
$590K 0.15%
11,680
+2,495
+27% +$130K
IJH icon
88
iShares Core S&P Mid-Cap ETF
IJH
$122B
$553K 0.14%
10,515
+360
+4% +$19.4K
VZ icon
89
Verizon
VZ
$177B
$524K 0.13%
9,698
-166
-2% -$9.18K
GILD icon
90
Gilead Sciences
GILD
$161B
$520K 0.13%
7,441
– –
ICE icon
91
Intercontinental Exchange
ICE
$77.8B
$514K 0.13%
4,476
– –
SCHZ icon
92
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$499K 0.12%
18,400
– –
VIG icon
93
Vanguard Dividend Appreciation ETF
VIG
$110B
$498K 0.12%
3,240
– –
DIA icon
94
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$473K 0.12%
1,399
– –
LOW icon
95
Lowe's Companies
LOW
$116B
$468K 0.12%
2,305
+951
+70% +$190K
ZTS icon
96
Zoetis
ZTS
$31.1B
$464K 0.11%
2,392
– –
IEF icon
97
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$443K 0.11%
3,843
-1,500
-28% -$175K
WWW icon
98
Wolverine World Wide
WWW
$1.45B
$407K 0.1%
13,635
-915
-6% -$31.2K
SCHM icon
99
Schwab US Mid-Cap ETF
SCHM
$14.8B
$403K 0.1%
15,765
-285
-2% -$7.45K
BLK icon
100
Blackrock
BLK
$159B
$401K 0.1%
478
– –
2 3
4
5 6

Similar funds

KJWM
Kiley Juergens Wealth Management Olympia, Washington $567M AUM 27.42% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $567M AUM 12.93% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return