PAM

Peak Asset Management Portfolio holdings

AUM $573M
1-Year Est. Return 18.76%
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
+$40.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$3.06M
3
+$1.52M
4
MDT icon
Medtronic
MDT
+$1.04M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$905K

Top Sells

1
+$5.15M
2
+$1.72M
3
+$1.34M
4
VFC icon
VF Corp
VFC
+$1.01M
5
VB icon
Vanguard Small-Cap ETF
VB
+$499K

Sector Composition

1 Technology 19.13%
2 Financials 12.68%
3 Industrials 11.24%
4 Healthcare 9.76%
5 Communication Services 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$259K 0.06%
444
+29
127
$242K 0.05%
2,400
128
$241K 0.05%
3,896
129
$230K 0.05%
15,000
-2,000
130
$216K 0.05%
+6,430
131
$216K 0.05%
+1,267
132
$213K 0.05%
1,745
133
$213K 0.05%
+739
134
$210K 0.05%
+3,076
135
$207K 0.05%
+860
136
$206K 0.05%
6,775
-1,000
137
$205K 0.05%
+2,180
138
$71.9K 0.02%
10,000
139
$38.6K 0.01%
15,253
140
$16.8K ﹤0.01%
12,000
141
– –
-14,550
142
– –
-58,104
2 3 4 5
6