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
$383M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$7.41M
2 +$4.93M
3 +$869K
4
NET icon
Cloudflare
NET
+$564K
5
SPG icon
Simon Property Group
SPG
+$533K

Top Sells

1 +$1.88M
2 +$1.76M
3 +$1.17M
4
WFC icon
Wells Fargo
WFC
+$732K
5
ORCL icon
Oracle
ORCL
+$530K

Sector Composition

1 Technology 19.52%
2 Financials 14.73%
3 Healthcare 9.98%
4 Industrials 9.73%
5 Communication Services 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-667