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PAM
Peak Asset Management Portfolio holdings
AUM
$567M
1-Year Est. Return
16.44%
This Fund
S&P 500
This Quarter
Est. Return
-2.86%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$567M
AUM Growth
-$20.6M
(-3.5%)
Cap. Flow
+$3.85M
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
157
New
5
Increased
39
Reduced
66
Closed
10
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$12M |
| 2 |
Salesforce
CRM
|
+$6.69M |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$2.69M |
| 4 |
Adobe
ADBE
|
+$2.15M |
| 5 |
Booking.com
BKNG
|
+$1.33M |
Top Sells
| 1 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$11.5M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.82M |
| 3 |
Kinder Morgan
KMI
|
+$1.26M |
| 4 |
Wells Fargo
WFC
|
+$1.02M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$736K |
Sector Composition
| 1 | Technology | 22.03% |
| 2 | Financials | 11.55% |
| 3 | Industrials | 7.54% |
| 4 | Communication Services | 6.88% |
| 5 | Healthcare | 5.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Kinder Morgan
KMI
$72.2B
| – | – |
-45,897
| Closed | -$1.26M |
|
152
Kontoor Brands
KTB
$4.63B
| – | – |
-5,366
| Closed | -$328K |
|
153
Palo Alto Networks
PANW
$281B
| – | – |
-1,188
| Closed | -$219K |
|
154
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.5B
| – | – |
-3,211
| Closed | -$269K |
|
|
155
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| – | – |
-206,083
| Closed | -$11.5M |
|
156
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
| – | – |
-3,942
| Closed | -$216K |
|
157
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
| – | – |
-1,760
| Closed | -$210K |
|
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