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PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+8.37%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$330M
AUM Growth
+$24.3M
Cap. Flow
+$242K
Cap. Flow %
0.07%
Top 10 Hldgs %
39.08%
Holding
126
New
5
Increased
41
Reduced
47
Closed
2

Top Buys

1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.19M
2
CSCO icon
Cisco
CSCO
+$788K
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$727K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$569K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$533K

Top Sells

1
CAJ
Canon, Inc.
CAJ
+$1.39M
2
AAPL icon
Apple
AAPL
+$1.02M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$394K
4
MSFT icon
Microsoft
MSFT
+$361K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$281K

Sector Composition

1 Financials 17.76%
2 Technology 16.87%
3 Healthcare 10.25%
4 Industrials 9.14%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHK
126
DELISTED
Chesapeake Energy Corporation
CHK
– –
-63
Closed -$18K
2 3 4 5
6

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