PAM
Peak Asset Management Portfolio holdings
AUM
$573M
1-Year Est. Return
18.76%
1 Year Est. Return
+18.76%
AUM
$546M
AUM Growth
+$20.3M
(+3.9%)
Holding
151
Top Buys
| 1 | +$1.48M | |
| 2 | +$952K | |
| 3 | +$651K | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$617K |
| 5 |
Accenture
ACN
|
+$589K |
Top Sells
| 1 | +$16.7M | |
| 2 | +$7.56M | |
| 3 | +$1.17M | |
| 4 |
Alerian MLP Index ETNs due January 28 2044
AMJB
|
+$654K |
| 5 |
Microsoft
MSFT
|
+$624K |
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 | |
|---|---|---|---|---|---|---|
|
151
Alerian MLP Index ETNs due January 28 2044
AMJB
$714M
| – | – |
-20,138
|
|