We are live on ! Find out more
PAM

Peak Asset Management Portfolio holdings

AUM $567M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
+9.62%
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
$546M
AUM Growth
+$20.3M
Cap. Flow
-$16.6M
Cap. Flow %
-3.05%
Top 10 Hldgs %
38.86%
Holding
151
New
5
Increased
52
Reduced
37
Closed
3

Top Buys

1
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.47M
2
UNH icon
UnitedHealth
UNH
+$1.17M
3
MDT icon
Medtronic
MDT
+$633K
4
ACN icon
Accenture
ACN
+$601K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$556K

Top Sells

1
RTX icon
RTX Corp
RTX
+$16.7M
2
BDX icon
Becton Dickinson
BDX
+$8.04M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.17M
4
AMJB icon
Alerian MLP Index ETNs due January 28 2044
AMJB
+$654K
5
MSFT icon
Microsoft
MSFT
+$545K

Sector Composition

1 Technology 22.8%
2 Financials 13.82%
3 Industrials 7.42%
4 Healthcare 6.61%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMJB icon
151
Alerian MLP Index ETNs due January 28 2044
AMJB
$841M
– –
-20,138
Closed -$654K
3 4 5 6
7

Similar funds

KJWM
Kiley Juergens Wealth Management Olympia, Washington $567M AUM 27.42% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $567M AUM 12.93% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return