PAM
Peak Asset Management Portfolio holdings
AUM
$546M
1-Year Return
18.64%
This Quarter Return
+7.49%
1 Year Return
+18.64%
3 Year Return
+67.08%
5 Year Return
+110.78%
10 Year Return
+238.01%
AUM
$433M
AUM Growth
+$27.9M
(+6.9%)
Cap. Flow
+$926K
Cap. Flow
% of AUM
0.21%
Top 10 Holdings %
Top 10 Hldgs %
37.88%
Holding
142
New
6
Increased
38
Reduced
57
Closed
2
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
$1.79M |
| 2 |
MKS Inc. Common Stock
MKSI
|
$1.18M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$609K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$570K |
| 5 |
Emerson Electric
EMR
|
$258K |
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$857K |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$856K |
| 3 |
Cloudflare
NET
|
$783K |
| 4 |
Microsoft
MSFT
|
$696K |
| 5 |
Apple
AAPL
|
$420K |
Sector Composition
| 1 | Technology | 21.55% |
| 2 | Financials | 14.97% |
| 3 | Industrials | 9.96% |
| 4 | Healthcare | 9.69% |
| 5 | Communication Services | 6.85% |
