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
$269M
AUM Growth
+$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$616K
3
+$487K
4
PCAR icon
PACCAR
PCAR
+$444K
5
CSCO icon
Cisco
CSCO
+$410K

Top Sells

1
+$602K
2
+$571K
3
+$568K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$552K
5
FPI
Farmland Partners
FPI
+$548K

Sector Composition

1 Financials 14.67%
2 Technology 13.19%
3 Healthcare 11.29%
4 Industrials 9.99%
5 Communication Services 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-12,500
152
– –
-3,937
153
– –
-24,094
3 4 5 6
7