PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+17.24%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$314M
AUM Growth
+$314M
(+21%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
40.67%
Holding
135
New
18
Increased
47
Reduced
40
Closed
9
Top Buys
| 1 |
RTX Corp
RTX
|
$6.5M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$4.89M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$4.29M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.89M |
| 5 |
Chevron
CVX
|
$2.47M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$5.85M |
| 2 |
ConocoPhillips
COP
|
$2.8M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$2.72M |
| 4 |
Wells Fargo
WFC
|
$1.83M |
| 5 |
Apple
AAPL
|
$1.18M |
Sector Composition
| 1 | Technology | 19.3% |
| 2 | Financials | 15.62% |
| 3 | Healthcare | 10.34% |
| 4 | Industrials | 9.78% |
| 5 | Communication Services | 6.6% |
