PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$831K
3
+$574K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$518K
5
NET icon
Cloudflare
NET
+$509K

Top Sells

1
+$1.31M
2
+$779K
3
+$427K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$402K
5
MSFT icon
Microsoft
MSFT
+$364K

Sector Composition

1 Technology 20.11%
2 Financials 15.39%
3 Industrials 10.03%
4 Healthcare 9.58%
5 Communication Services 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$401K 0.1%
6,753
102
$394K 0.1%
20,000
103
$370K 0.09%
4,517
-4,912
104
$365K 0.09%
11,978
-126
105
$358K 0.09%
3,964
-103
106
$355K 0.09%
5,531
-14
107
$345K 0.09%
4,483
108
$336K 0.08%
4,284
109
$329K 0.08%
9,260
110
$329K 0.08%
5,256
111
$322K 0.08%
1,075
-581
112
$319K 0.08%
1,085
113
$310K 0.08%
1,280
114
$309K 0.08%
2,323
115
$289K 0.07%
2,000
116
$289K 0.07%
1,805
117
$285K 0.07%
2,581
-100
118
$284K 0.07%
7,775
119
$282K 0.07%
1,858
120
$274K 0.07%
13,240
-1,200
121
$273K 0.07%
6,430
122
$263K 0.06%
1,183
+101
123
$255K 0.06%
2,532
-707
124
$251K 0.06%
1,925
125
$249K 0.06%
4,024
2 3 4
5
6