PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

1 +$895K
2 +$330K
3 +$327K
4
FPI
Farmland Partners
FPI
+$321K
5
MSFT icon
Microsoft
MSFT
+$284K

Sector Composition

1 Technology 16.75%
2 Financials 16.45%
3 Healthcare 12.34%
4 Industrials 9.64%
5 Communication Services 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$172K 0.06%
78,200
127
$65K 0.02%
81,000
128
$64K 0.02%
11,425
+925
129
$50K 0.02%
1,276
130
-6,052
131
0
132
-2,890
133
-4,180