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PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+6.12%
1 Year Est. Return
+16.44%
3 Year Est. Return
+58.14%
5 Year Est. Return
+77.33%
10 Year Est. Return
+258.34%
AUM
$531M
AUM Growth
+$20M
Cap. Flow
-$7.33M
Cap. Flow %
-1.38%
Top 10 Hldgs %
37.36%
Holding
151
New
4
Increased
26
Reduced
64
Closed
1

Top Buys

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.17M
2
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.47M
3
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.33M
4
ACN icon
Accenture
ACN
+$811K
5
AMTM
Amentum Holdings
AMTM
+$684K

Top Sells

1
MSFT icon
Microsoft
MSFT
+$2.34M
2
SPGI icon
S&P Global
SPGI
+$1.57M
3
ORCL icon
Oracle
ORCL
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.42M
5
SYK icon
Stryker
SYK
+$937K

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
RGLD icon
151
Royal Gold
RGLD
$16.4B
– –
-5,814
Closed -$728K
3 4 5 6
7

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