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
$531M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$1.48M
3 +$1.36M
4
ACN icon
Accenture
ACN
+$871K
5
AMTM
Amentum Holdings
AMTM
+$774K

Top Sells

1 +$2.36M
2 +$1.68M
3 +$1.64M
4
AAPL icon
Apple
AAPL
+$1.48M
5
SYK icon
Stryker
SYK
+$980K

Sector Composition

1 Technology 21.4%
2 Financials 11.88%
3 Industrials 10.79%
4 Healthcare 8.7%
5 Communication Services 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,814