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PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+2.95%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$587M
AUM Growth
+$14.6M
Cap. Flow
+$3.43M
Cap. Flow %
0.58%
Top 10 Hldgs %
40%
Holding
157
New
9
Increased
35
Reduced
54
Closed
5

Top Buys

1
ZM icon
Zoom
ZM
+$2.28M
2
QLTY icon
GMO US Quality ETF
QLTY
+$1.43M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.03M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$603K
5
TCAF icon
T. Rowe Price Capital Appreciation Equity ETF
TCAF
+$583K

Top Sells

1
KMI icon
Kinder Morgan
KMI
+$1.96M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.66M
3
ORCL icon
Oracle
ORCL
+$473K
4
AAPL icon
Apple
AAPL
+$465K
5
MSFT icon
Microsoft
MSFT
+$259K

Sector Composition

1 Technology 22.25%
2 Financials 13.08%
3 Communication Services 7.88%
4 Industrials 7.19%
5 Healthcare 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
101
Schwab US Large- Cap ETF
SCHX
$72.5B
$470K 0.08%
17,480
– –
PLTR icon
102
Palantir
PLTR
$321B
$470K 0.08%
+2,645
New +$479K
USB icon
103
US Bancorp
USB
$96.8B
$464K 0.08%
8,687
-206
-2% -$10.1K
LH icon
104
Labcorp
LH
$22.6B
$448K 0.08%
1,785
-132
-7% -$35.1K
CHD icon
105
Church & Dwight Co
CHD
$22.6B
$443K 0.08%
5,286
-150
-3% -$12.8K
BLK icon
106
Blackrock
BLK
$159B
$423K 0.07%
395
– –
TXN icon
107
Texas Instruments
TXN
$278B
$410K 0.07%
2,362
-73
-3% -$12.5K
HON icon
108
Honeywell
HON
$70.6B
$401K 0.07%
2,053
+34
+2% +$6.65K
MCD icon
109
McDonald's
MCD
$191B
$392K 0.07%
1,284
+15
+1% +$4.59K
PYLD icon
110
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$391K 0.07%
+14,666
New +$393K
DIA icon
111
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.4B
$388K 0.07%
808
– –
MMM icon
112
3M
MMM
$81.7B
$379K 0.06%
2,368
-733
-24% -$120K
TJX icon
113
TJX Companies
TJX
$166B
$364K 0.06%
2,370
– –
INTC icon
114
Intel
INTC
$542B
$363K 0.06%
9,847
-948
-9% -$35.8K
HD icon
115
Home Depot
HD
$337B
$355K 0.06%
1,033
– –
SCHF icon
116
Schwab International Equity ETF
SCHF
$66.3B
$354K 0.06%
14,731
+4,697
+47% +$112K
ICE icon
117
Intercontinental Exchange
ICE
$77.8B
$350K 0.06%
2,160
– –
NEE icon
118
NextEra Energy
NEE
$187B
$344K 0.06%
4,284
– –
RY icon
119
Royal Bank of Canada
RY
$297B
$341K 0.06%
2,000
– –
LII icon
120
Lennox International
LII
$19.6B
$340K 0.06%
700
– –
GLD icon
121
SPDR Gold Trust
GLD
$131B
$337K 0.06%
850
-65
-7% -$24.8K
KTB icon
122
Kontoor Brands
KTB
$4.63B
$328K 0.06%
+5,366
New +$398K
IWN icon
123
iShares Russell 2000 Value ETF
IWN
$14.3B
$327K 0.06%
1,805
– –
IXN icon
124
iShares Global Tech ETF
IXN
$9.06B
$323K 0.06%
3,076
– –
EEM icon
125
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$321K 0.05%
5,865
– –
3 4
5
6 7

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