PAM
Peak Asset Management Portfolio holdings
AUM
$587M
1-Year Est. Return
18.41%
This Fund
S&P 500
1 Year Est. Return
+18.41%
AUM
$587M
AUM Growth
+$14.6M
(+2.5%)
Holding
157
Top Buys
| 1 | +$2.28M | |
| 2 | +$1.43M | |
| 3 | +$1.03M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$603K |
| 5 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$583K |
Top Sells
| 1 | +$1.96M | |
| 2 | +$1.66M | |
| 3 | +$473K | |
| 4 |
Apple
AAPL
|
+$465K |
| 5 |
Microsoft
MSFT
|
+$259K |
Sector Composition
| 1 | Technology | 22.25% |
| 2 | Financials | 13.08% |
| 3 | Communication Services | 7.88% |
| 4 | Industrials | 7.19% |
| 5 | Healthcare | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
| $210K | 0.04% |
1,760
|
|
||
152
Automatic Data Processing
ADP
$78.5B
| $207K | 0.04% |
803
|
|
||
153
Arrow Electronics
ARW
$8.08B
| – | – |
-1,745
|
|
||
154
Eversource Energy
ES
$25.9B
| – | – |
-2,866
|
|
||
|
TGB
155
Taseko Mines
TGB
$2.85B
| – | – |
-10,000
|
|
||
156
Energy Fuels
UUUU
$4.72B
| – | – |
-10,000
|
|
||
157
Verizon
VZ
$190B
| – | – |
-5,420
|
|