PAM

Peak Asset Management Portfolio holdings

AUM $587M
1-Year Est. Return 18.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$892K
3
+$835K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$769K
5
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$742K

Top Sells

1
+$1.01M
2
+$689K
3
+$608K
4
NOV icon
NOV
NOV
+$549K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$472K

Sector Composition

1 Financials 14.05%
2 Technology 12.73%
3 Healthcare 10.16%
4 Industrials 10.07%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-21,580
127
– –
-2,482
128
– –
-41,300
129
– –
-7,800
130
– –
-7,734
131
– –
-3,496
132
– –
-2,926
133
– –
-8,544
134
– –
-4,850
135
– –
-4,018
2 3 4 5
6