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PAM

Premier Asset Management Portfolio holdings

AUM $79.6M
1-Year Est. Return 10.77%
This Fund
S&P 500
This Quarter Est. Return
+10.18%
1 Year Est. Return
-10.77%
3 Year Est. Return
+104.47%
5 Year Est. Return
+166.2%
10 Year Est. Return
–
AUM
$79.6M
AUM Growth
-$16.9M
Cap. Flow
-$24.7M
Cap. Flow %
-31.03%
Top 10 Hldgs %
32.99%
Holding
121
New
11
Increased
32
Reduced
60
Closed
17

Top Buys

1
ALLY icon
Ally Financial
ALLY
+$655K
2
TSN icon
Tyson Foods
TSN
+$444K
3
TROW icon
T. Rowe Price
TROW
+$354K
4
VEEV icon
Veeva Systems
VEEV
+$339K
5
VIRT icon
Virtu Financial
VIRT
+$333K

Top Sells

1
HES
Hess
HES
+$2M
2
PFE icon
Pfizer
PFE
+$1.83M
3
AAPL icon
Apple
AAPL
+$1.75M
4
BAC icon
Bank of America
BAC
+$1.25M
5
CVX icon
Chevron
CVX
+$1.19M

Sector Composition

1 Technology 26.19%
2 Healthcare 16.65%
3 Financials 11.41%
4 Energy 8.46%
5 Consumer Discretionary 7.07%

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