PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$3.06M
3
+$1.52M
4
MDT icon
Medtronic
MDT
+$1.04M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$905K

Top Sells

1
+$5.15M
2
+$1.72M
3
+$1.34M
4
VFC icon
VF Corp
VFC
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$499K

Sector Composition

1 Technology 19.13%
2 Financials 12.68%
3 Industrials 11.24%
4 Healthcare 9.76%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$878K 0.19%
14,907
77
$873K 0.19%
30,317
-2,644
78
$804K 0.18%
2,291
+12
79
$792K 0.17%
7,935
-17,252
80
$766K 0.17%
3,441
81
$758K 0.17%
5,238
-79
82
$748K 0.16%
15,110
-410
83
$713K 0.16%
3,988
-1,625
84
$713K 0.16%
14,418
-935
85
$707K 0.16%
17,576
-130
86
$685K 0.15%
6,311
87
$654K 0.14%
6,919
-365
88
$640K 0.14%
9,931
+19
89
$638K 0.14%
12,695
90
$621K 0.14%
2,959
-100
91
$555K 0.12%
3,483
92
$551K 0.12%
7,310
93
$516K 0.11%
9,310
94
$505K 0.11%
1,340
95
$504K 0.11%
621
-2
96
$484K 0.11%
6,343
97
$481K 0.11%
2,117
98
$469K 0.1%
2,377
99
$443K 0.1%
1,109
100
$438K 0.1%
1,238
+49
2 3
4
5 6