PAM
Peak Asset Management Portfolio holdings
AUM
$587M
1-Year Est. Return
18.41%
This Fund
S&P 500
1 Year Est. Return
+18.41%
AUM
$573M
AUM Growth
+$27.1M
(+5%)
Holding
154
Top Buys
| 1 | +$2.13M | |
| 2 | +$1.61M | |
| 3 | +$1.04M | |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$939K |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$771K |
Top Sells
| 1 | +$1.45M | |
| 2 | +$1.29M | |
| 3 | +$953K | |
| 4 |
Accenture
ACN
|
+$896K |
| 5 |
Becton Dickinson
BDX
|
+$681K |
Sector Composition
| 1 | Technology | 23.3% |
| 2 | Financials | 12.99% |
| 3 | Industrials | 7.1% |
| 4 | Communication Services | 7.04% |
| 5 | Healthcare | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
151
Becton Dickinson
BDX
$44.7B
| – | – |
-3,955
|
|
||
152
Eaton
ETN
$139B
| – | – |
-700
|
|
||
153
Starbucks
SBUX
$102B
| – | – |
-2,581
|
|
||
154
Southern Company
SO
$108B
| – | – |
-3,060
|
|