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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$11.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.57M
5
AMZN icon
Amazon
AMZN
+$7.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.72%
2 Communication Services 10.57%
3 Consumer Discretionary 8.02%
4 Financials 5.49%
5 Energy 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$998K 0.86%
+18,485
27
$978K 0.84%
+19,231
28
$969K 0.83%
+3,750
29
$939K 0.81%
+15,966
30
$808K 0.7%
+7,667
31
$761K 0.66%
+15,639
32
$754K 0.65%
+12,162
33
$752K 0.65%
+10,130
34
$747K 0.64%
+6,758
35
$715K 0.61%
+9,812
36
$709K 0.61%
+4,389
37
$690K 0.59%
+6,014
38
$674K 0.58%
+32,825
39
$662K 0.57%
+1,951
40
$631K 0.54%
+4,223
41
$628K 0.54%
+16,310
42
$621K 0.53%
+30,437
43
$614K 0.53%
+13,206
44
$597K 0.51%
+4,634
45
$553K 0.48%
+10,122
46
$503K 0.43%
+6,742
47
$497K 0.43%
+4,894
48
$486K 0.42%
+10,469
49
$477K 0.41%
+4,006
50
$473K 0.41%
+9,348
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