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
$454M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$3.06M
3
+$1.52M
4
MDT icon
Medtronic
MDT
+$1.04M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$905K

Top Sells

1
+$5.15M
2
+$1.72M
3
+$1.34M
4
VFC icon
VF Corp
VFC
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$499K

Sector Composition

1 Technology 19.13%
2 Financials 12.68%
3 Industrials 11.24%
4 Healthcare 9.76%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$403K 0.09%
4,837
102
$387K 0.09%
1,304
-33
103
$384K 0.08%
2,014
104
$384K 0.08%
2,693
+245
105
$381K 0.08%
10,110
106
$380K 0.08%
2,955
107
$364K 0.08%
3,500
108
$360K 0.08%
14,355
109
$355K 0.08%
2,171
-88
110
$349K 0.08%
1,008
+60
111
$345K 0.08%
3,778
-129
112
$336K 0.07%
750
113
$325K 0.07%
5,347
-628
114
$322K 0.07%
9,260
115
$309K 0.07%
3,975
-1,295
116
$301K 0.07%
6,959
117
$300K 0.07%
8,214
118
$295K 0.07%
4,210
+310
119
$289K 0.06%
5,502
+12
120
$280K 0.06%
1,805
121
$278K 0.06%
+1,715
122
$273K 0.06%
2,700
123
$272K 0.06%
2,671
-252
124
$270K 0.06%
2,620
125
$266K 0.06%
2,768
+5
2 3 4
5
6