PAM
Peak Asset Management Portfolio holdings
AUM
$546M
This Quarter Return
+11.23%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$384M
AUM Growth
+$384M
(+9.2%)
Cap. Flow
-$2.53M
Cap. Flow
% of AUM
-0.66%
Top 10 Holdings %
Top 10 Hldgs %
37.51%
Holding
142
New
6
Increased
36
Reduced
52
Closed
4
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$798K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$659K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$275K |
| 4 |
Vanguard Total Bond Market
BND
|
$261K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$227K |
Top Sells
| 1 |
PepsiCo
PEP
|
$559K |
| 2 |
ConocoPhillips
COP
|
$515K |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$514K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$448K |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$437K |
Sector Composition
| 1 | Technology | 18.58% |
| 2 | Financials | 11.97% |
| 3 | Industrials | 11.56% |
| 4 | Healthcare | 10.55% |
| 5 | Consumer Staples | 5.78% |
