PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+4.22%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$279M
AUM Growth
+$279M
(+3.6%)
Cap. Flow
-$2.75M
Cap. Flow
% of AUM
-0.99%
Top 10 Holdings %
Top 10 Hldgs %
35.25%
Holding
147
New
5
Increased
46
Reduced
54
Closed
5
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$673K |
| 2 |
iShares Biotechnology ETF
IBB
|
$445K |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$409K |
| 4 |
ProShares Short S&P500
SH
|
$386K |
| 5 |
Oracle
ORCL
|
$314K |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$1.94M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.45M |
| 3 |
Gilead Sciences
GILD
|
$694K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$460K |
| 5 |
ITT
ITT
|
$443K |
Sector Composition
| 1 | Financials | 15.1% |
| 2 | Technology | 13.4% |
| 3 | Healthcare | 11.06% |
| 4 | Industrials | 10.22% |
| 5 | Communication Services | 4.9% |
