PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+3.98%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$306M
AUM Growth
+$306M
(+4.1%)
Cap. Flow
+$1.46M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
38.86%
Holding
133
New
5
Increased
47
Reduced
54
Closed
5
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$3.41M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$410K |
| 3 |
JPMorgan Chase
JPM
|
$391K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$354K |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$238K |
Top Sells
| 1 |
Walt Disney
DIS
|
$590K |
| 2 |
Microsoft
MSFT
|
$398K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$318K |
| 4 |
Enterprise Products Partners
EPD
|
$316K |
| 5 |
Alerian MLP ETF
AMLP
|
$281K |
Sector Composition
| 1 | Financials | 17.34% |
| 2 | Technology | 16.96% |
| 3 | Healthcare | 10.62% |
| 4 | Industrials | 8.78% |
| 5 | Communication Services | 6.78% |
