PAM

Peak Asset Management Portfolio holdings

AUM $546M
1-Year Est. Return 18.64%
This Quarter Est. Return
1 Year Est. Return
+18.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$861K
3 +$696K
4
STL
Sterling Bancorp
STL
+$571K
5
COF icon
Capital One
COF
+$485K

Top Sells

1 +$1.15M
2 +$789K
3 +$548K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$505K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$488K

Sector Composition

1 Financials 14.51%
2 Technology 13.11%
3 Healthcare 10.98%
4 Industrials 9.97%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,475
152
-41,650
153
-12,936
154
-3,807
155
-1,908