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
$306M
AUM Growth
+$142K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$2.07M
3
+$491K
4
CSCO icon
Cisco
CSCO
+$226K
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$213K

Top Sells

1
+$1.24M
2
+$1.18M
3
+$1.16M
4
SPGI icon
S&P Global
SPGI
+$727K
5
MSFT icon
Microsoft
MSFT
+$582K

Sector Composition

1 Financials 17.46%
2 Technology 16.92%
3 Healthcare 10.59%
4 Industrials 8.93%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,077
127
– –
-24,792
128
– –
-3,637
129
– –
-36,119
130
– –
0
2 3 4 5
6