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
$531M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.48M
3
+$1.36M
4
ACN icon
Accenture
ACN
+$871K
5
AMTM
Amentum Holdings
AMTM
+$774K

Top Sells

1
+$2.36M
2
+$1.68M
3
+$1.64M
4
AAPL icon
Apple
AAPL
+$1.48M
5
SYK icon
Stryker
SYK
+$980K

Sector Composition

1 Technology 21.4%
2 Financials 11.88%
3 Industrials 10.79%
4 Healthcare 8.7%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$264K 0.05%
+13,235
127
$264K 0.05%
1,277
128
$257K 0.05%
10,945
-1,850
129
$255K 0.05%
6,430
130
$254K 0.05%
3,896
131
$254K 0.05%
3,076
132
$252K 0.05%
2,581
133
$250K 0.05%
3,087
134
$249K 0.05%
2,000
135
$246K 0.05%
11,954
136
$238K 0.04%
739
137
$237K 0.04%
2,200
138
$237K 0.04%
15,000
139
$232K 0.04%
1,745
140
$232K 0.04%
8,367
-780
141
$231K 0.04%
950
-175
142
$230K 0.04%
3,241
-1,000
143
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2,000
144
$223K 0.04%
1,896
145
$221K 0.04%
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146
$214K 0.04%
860
147
$211K 0.04%
+7,500
148
$203K 0.04%
1,188
149
$54.9K 0.01%
10,000
150
$30.2K 0.01%
12,000
3 4 5
6
7