PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+11.97%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$383M
AUM Growth
+$383M
(+14%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
2.88%
Top 10 Holdings %
Top 10 Hldgs %
37.63%
Holding
151
New
14
Increased
56
Reduced
51
Closed
5
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
$7.41M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.93M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$869K |
| 4 |
Cloudflare
NET
|
$564K |
| 5 |
Simon Property Group
SPG
|
$533K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.88M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.76M |
| 3 |
Apple
AAPL
|
$1.17M |
| 4 |
Wells Fargo
WFC
|
$732K |
| 5 |
Oracle
ORCL
|
$530K |
Sector Composition
| 1 | Technology | 19.52% |
| 2 | Financials | 14.73% |
| 3 | Healthcare | 9.98% |
| 4 | Industrials | 9.73% |
| 5 | Communication Services | 7.62% |
