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
$190M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$7.37M
3
+$7.25M
4
HD icon
Home Depot
HD
+$6.55M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$6.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.58%
2 Financials 11.13%
3 Industrials 10.19%
4 Healthcare 10.01%
5 Energy 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.12%
+28,105
102
$226K 0.12%
+8,370
103
$211K 0.11%
+4,000
104
$209K 0.11%
+8,858
105
$204K 0.11%
+7,050
106
$203K 0.11%
+7,000
107
$203K 0.11%
+10,660
108
$167K 0.09%
+14,968
109
$124K 0.07%
+10,549
110
$111K 0.06%
+1,266
111
$63K 0.03%
+60,000
112
$38K 0.02%
+37,000
1 2 3 4
5