We are live on ! Find out more
PPG

Peak Planning Group Portfolio holdings

AUM $361M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$968K
3
+$846K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$769K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$592K

Top Sells

1
+$1.59M
2
+$166K
3
+$149K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$128K
5
SO icon
Southern Company
SO
+$50.1K

Sector Composition

1 Technology 19.98%
2 Consumer Discretionary 10.95%
3 Communication Services 9.69%
4 Financials 4.9%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$687K 0.78%
21,075
-640
27
$676K 0.77%
2,543
+409
28
$641K 0.73%
15,944
+14
29
$628K 0.71%
15,239
+5,295
30
$599K 0.68%
10,862
+15
31
$552K 0.63%
11,481
+5,430
32
$540K 0.61%
6,400
+442
33
$501K 0.57%
+8,081
34
$501K 0.57%
3,174
+408
35
$480K 0.55%
3,763
+282
36
$463K 0.53%
3,354
-1,095
37
$461K 0.52%
1,687
+56
38
$453K 0.51%
+6,972
39
$453K 0.51%
10,812
-1
40
$453K 0.51%
+4,765
41
$443K 0.5%
6,563
+2,574
42
$438K 0.5%
+9,101
43
$438K 0.5%
6,582
+351
44
$427K 0.49%
7,900
-50
45
$425K 0.48%
3,333
+10
46
$412K 0.47%
3,822
+16
47
$411K 0.47%
3,836
+13
48
$353K 0.4%
841
49
$325K 0.37%
10,754
-56
50
$299K 0.34%
6,675
+31
1
2
3