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PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+2.95%
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
$587M
AUM Growth
+$14.6M
Cap. Flow
+$3.43M
Cap. Flow %
0.58%
Top 10 Hldgs %
40%
Holding
157
New
9
Increased
35
Reduced
54
Closed
5

Top Buys

1
ZM icon
Zoom
ZM
+$2.28M
2
QLTY icon
GMO US Quality ETF
QLTY
+$1.43M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.03M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$603K
5
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$583K

Top Sells

1
KMI icon
Kinder Morgan
KMI
+$1.96M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M
3
ORCL icon
Oracle
ORCL
+$473K
4
AAPL icon
Apple
AAPL
+$465K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.25%
2 Financials 13.08%
3 Communication Services 7.88%
4 Industrials 7.19%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
76
TSMC
TSM
$2.18T
$871K 0.15%
2,865
– –
SMH icon
77
VanEck Semiconductor ETF
SMH
$72.8B
$863K 0.15%
2,396
-58
-2% -$20.4K
LOW icon
78
Lowe's Companies
LOW
$116B
$830K 0.14%
3,441
– –
KO icon
79
Coca-Cola
KO
$357B
$809K 0.14%
11,568
-2,349
-17% -$164K
EFA icon
80
iShares MSCI EAFE ETF
EFA
$77B
$807K 0.14%
8,405
– –
META icon
81
Meta Platforms (Facebook)
META
$1.68T
$797K 0.14%
1,207
+5
+0.4% +$3.34K
IEI icon
82
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$775K 0.13%
6,494
+172
+3% +$20.6K
AMTM
83
Amentum Holdings
AMTM
$5.01B
$696K 0.12%
24,000
– –
MINT icon
84
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$688K 0.12%
6,860
– –
PGR icon
85
Progressive
PGR
$132B
$675K 0.11%
2,962
– –
PFE icon
86
Pfizer
PFE
$138B
$655K 0.11%
26,311
– –
GE icon
87
GE Aerospace
GE
$369B
$642K 0.11%
2,085
– –
UNH icon
88
UnitedHealth
UNH
$386B
$631K 0.11%
1,912
-30
-2% -$10.2K
VEA icon
89
Vanguard FTSE Developed Markets ETF
VEA
$229B
$608K 0.1%
9,731
– –
SNOW icon
90
Snowflake
SNOW
$95.6B
$596K 0.1%
2,716
-184
-6% -$44.9K
GLW icon
91
Corning
GLW
$161B
$593K 0.1%
6,775
– –
VWO icon
92
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$575K 0.1%
10,688
– –
TRV icon
93
Travelers Companies
TRV
$71.6B
$542K 0.09%
1,869
– –
BIL icon
94
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$528K 0.09%
5,775
-700
-11% -$64.1K
EW icon
95
Edwards Lifesciences
EW
$51.9B
$527K 0.09%
6,178
– –
WMT icon
96
Walmart Inc
WMT
$905B
$517K 0.09%
4,640
– –
DE icon
97
Deere & Co
DE
$158B
$517K 0.09%
1,110
– –
XEL icon
98
Xcel Energy
XEL
$50B
$507K 0.09%
6,864
+2,968
+76% +$234K
XLE icon
99
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$495K 0.08%
11,062
– –
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$122B
$480K 0.08%
7,275
– –
2 3
4
5 6

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