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
$294M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Sells

1 +$4.89M
2 +$1M
3 +$901K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$595K
5
MSFT icon
Microsoft
MSFT
+$503K

Sector Composition

1 Technology 16.79%
2 Financials 16.73%
3 Healthcare 10.94%
4 Industrials 9.32%
5 Communication Services 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$42K 0.01%
72,000
127
$39K 0.01%
63
128
$15K 0.01%
1,276
129
-514
130
-9,751
131
-1,659
132
-24,665
133
-9,915