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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
+3.26%
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
$541M
AUM Growth
+$9.96M
Cap. Flow
-$3.45M
Cap. Flow %
-0.64%
Top 10 Hldgs %
37.86%
Holding
153
New
3
Increased
22
Reduced
58
Closed
6

Top Buys

1
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$3M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.54M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.09M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$899K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$410K

Top Sells

1
ORCL icon
Oracle
ORCL
+$6.95M
2
JPM icon
JPMorgan Chase
JPM
+$526K
3
AAPL icon
Apple
AAPL
+$459K
4
BKNG icon
Booking.com
BKNG
+$346K
5
DIS icon
Walt Disney
DIS
+$301K

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
NVS icon
151
Novartis
NVS
$287B
– –
-2,000
Closed -$230K
SCHM icon
152
Schwab US Mid-Cap ETF
SCHM
$14.8B
– –
-8,367
Closed -$232K
VGK icon
153
Vanguard FTSE Europe ETF
VGK
$29.9B
– –
-3,241
Closed -$230K
3 4 5 6
7

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