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
$414M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$6.01M
2 +$2.26M
3 +$1.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$1.2M

Top Sells

1 +$1.95M
2 +$1.13M
3 +$1.03M
4
MSFT icon
Microsoft
MSFT
+$868K
5
JPM icon
JPMorgan Chase
JPM
+$791K

Sector Composition

1 Technology 18.36%
2 Financials 14.56%
3 Industrials 10.04%
4 Healthcare 9.11%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,550
152
-2,728
153
-1,420
154
-11,455