PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+6.71%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$335M
AUM Growth
+$335M
(+6.8%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
6%
Top 10 Holdings %
Top 10 Hldgs %
38.96%
Holding
140
New
14
Increased
39
Reduced
48
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$15.3M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.68M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.75M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.41M |
| 5 |
iShares MSCI USA Value Factor ETF
VLUE
|
$1.19M |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$2.08M |
| 2 |
S&P Global
SPGI
|
$1.55M |
| 3 |
Microsoft
MSFT
|
$1.32M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$723K |
| 5 |
PACCAR
PCAR
|
$714K |
Sector Composition
| 1 | Technology | 18.44% |
| 2 | Financials | 15.51% |
| 3 | Healthcare | 10.39% |
| 4 | Industrials | 9.76% |
| 5 | Communication Services | 6.59% |
