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
$330M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$1.39M
2 +$1.17M
3 +$394K
4
MSFT icon
Microsoft
MSFT
+$387K
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
126
-63