PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.89M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
5
CVX icon
Chevron
CVX
+$2.47M

Top Sells

1
+$5.84M
2
+$2.8M
3
+$2.72M
4
WFC icon
Wells Fargo
WFC
+$1.83M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279K 0.09%
1,960
+255
102
$266K 0.08%
4,256
103
$260K 0.08%
2,248
104
$257K 0.08%
4,284
105
$256K 0.08%
1,530
106
$256K 0.08%
+2,215
107
$253K 0.08%
+1,085
108
$250K 0.08%
6,803
109
$243K 0.08%
+446
110
$236K 0.08%
+6,000
111
$236K 0.08%
+8,430
112
$224K 0.07%
2,303
113
$222K 0.07%
5,575
-60
114
$216K 0.07%
+1,513
115
$212K 0.07%
1,858
-1,481
116
$208K 0.07%
+9,260
117
$202K 0.06%
3,900
118
$201K 0.06%
+7,775
119
$195K 0.06%
5,732
+1,198
120
$165K 0.05%
10,800
-3,800
121
$111K 0.04%
43,067
122
$50K 0.02%
11,425
123
$41K 0.01%
11,455
124
$39K 0.01%
11,316
125
$11K ﹤0.01%
22,000
2 3 4
5
6