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PPG

Peak Planning Group Portfolio holdings

AUM $361M
1-Year Est. Return 22.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$902K
3
+$897K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$691K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$572K

Top Sells

1
+$1.26M
2
+$714K
3
+$501K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$171K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$131K

Sector Composition

1 Technology 17.93%
2 Consumer Discretionary 9.6%
3 Communication Services 9.08%
4 Financials 5.88%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$897K 0.88%
+17,665
27
$871K 0.85%
8,312
+1,912
28
$839K 0.82%
2,748
+205
29
$833K 0.81%
13,394
-58
30
$817K 0.8%
8,536
+3,771
31
$762K 0.74%
33,346
+777
32
$728K 0.71%
3,212
-333
33
$690K 0.67%
20,995
-80
34
$675K 0.66%
10,488
+2,407
35
$670K 0.65%
15,892
-52
36
$657K 0.64%
13,156
+4,055
37
$613K 0.6%
4,327
+994
38
$581K 0.57%
1,974
+287
39
$579K 0.57%
10,592
-270
40
$578K 0.56%
12,759
+1,278
41
$548K 0.53%
7,938
+1,356
42
$535K 0.52%
+4,006
43
$523K 0.51%
+7,953
44
$485K 0.47%
10,411
-401
45
$455K 0.44%
6,856
-116
46
$440K 0.43%
11,255
+501
47
$438K 0.43%
8,400
+500
48
$429K 0.42%
+8,400
49
$427K 0.42%
3,401
-362
50
$425K 0.41%
3,914
+92
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