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
$204M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$889K
3
+$808K
4
PGJ icon
Invesco Golden Dragon China ETF
PGJ
+$789K
5
RGLD icon
Royal Gold
RGLD
+$729K

Top Sells

1
+$1,000K
2
+$689K
3
+$608K
4
NOV icon
NOV
NOV
+$549K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$443K

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
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-21,580
127
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-2,482
128
– –
-4,920
129
– –
-9,504
130
– –
-7,734
131
– –
-3,496
132
– –
-2,926
133
– –
-8,544
134
– –
-4,850
135
– –
-4,018
2 3 4 5
6