PAM
Peak Asset Management Portfolio holdings
AUM
$546M
1-Year Return
18.64%
This Quarter Return
-0.83%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$430M
AUM Growth
-$3.49M
(-0.81%)
Cap. Flow
+$5.34M
Cap. Flow
% of AUM
1.24%
Top 10 Holdings %
Top 10 Hldgs %
36.52%
Holding
142
New
2
Increased
43
Reduced
57
Closed
5
Top Buys
| 1 |
Booking.com
BKNG
|
$5.27M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.4M |
| 3 |
Ecolab
ECL
|
$1.26M |
| 4 |
Walt Disney
DIS
|
$392K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$360K |
Top Sells
| 1 |
Apple
AAPL
|
$1.27M |
| 2 |
Chevron
CVX
|
$749K |
| 3 |
Gilead Sciences
GILD
|
$540K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$494K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$435K |
Sector Composition
| 1 | Technology | 19.93% |
| 2 | Financials | 14.72% |
| 3 | Industrials | 10.25% |
| 4 | Healthcare | 9.66% |
| 5 | Communication Services | 6.48% |
