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
$314M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$4.89M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.89M
5
CVX icon
Chevron
CVX
+$2.47M

Top Sells

1
+$5.84M
2
+$2.8M
3
+$2.72M
4
WFC icon
Wells Fargo
WFC
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 19.3%
2 Financials 15.62%
3 Healthcare 10.34%
4 Industrials 9.78%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$10K ﹤0.01%
667
-5,780
127
– –
-4,532
128
– –
-1,000
129
– –
-29,960
130
– –
-2,825
131
– –
-10,175
132
– –
-1,276
133
– –
-14,526
134
– –
-34,675
135
– –
-44,570
2 3 4 5
6