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
$531M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.48M
3
+$1.36M
4
ACN icon
Accenture
ACN
+$871K
5
AMTM
Amentum Holdings
AMTM
+$774K

Top Sells

1
+$2.36M
2
+$1.68M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.48M
5
SYK icon
Stryker
SYK
+$980K

Sector Composition

1 Technology 21.4%
2 Financials 11.88%
3 Industrials 10.79%
4 Healthcare 8.7%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$453K 0.09%
1,117
102
$453K 0.09%
20,010
-11,550
103
$452K 0.09%
5,347
104
$438K 0.08%
725
105
$432K 0.08%
3,160
106
$425K 0.08%
1,814
107
$423K 0.08%
5,235
-255
108
$419K 0.08%
6,343
109
$412K 0.08%
9,171
-49
110
$402K 0.08%
949
-335
111
$401K 0.08%
2,128
112
$399K 0.08%
2,485
113
$392K 0.07%
1,287
114
$391K 0.07%
2,508
-52
115
$375K 0.07%
395
-226
116
$349K 0.07%
3,870
-340
117
$339K 0.06%
383
118
$318K 0.06%
6,959
119
$310K 0.06%
8,214
120
$306K 0.06%
6,775
121
$304K 0.06%
1,822
122
$300K 0.06%
8,860
123
$285K 0.05%
860
124
$271K 0.05%
3,075
125
$269K 0.05%
5,865
3 4
5
6 7