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
$541M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.54M
3
+$1.08M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$896K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$397K

Top Sells

1
+$6.52M
2
+$541K
3
+$487K
4
BKNG icon
Booking.com
BKNG
+$358K
5
DIS icon
Walt Disney
DIS
+$319K

Sector Composition

1 Technology 20.66%
2 Financials 12.38%
3 Industrials 10.55%
4 Healthcare 8.03%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,000
152
– –
-8,367
153
– –
-3,241
3 4 5 6
7