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PPG
Peak Planning Group Portfolio holdings
AUM
$443M
1-Year Est. Return
37.39%
This Fund
S&P 500
This Quarter
Est. Return
-16.33%
1 Year Est. Return
+37.39%
3 Year Est. Return
+104.61%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$119M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow
% of AUM
108.69%
Top 10 Holdings %
Top 10 Hldgs %
58.29%
Holding
78
New
78
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$18.4M |
| 2 |
Apple
AAPL
|
+$14.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$10.3M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$7.96M |
| 5 |
Microsoft
MSFT
|
+$5.08M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.43% |
| 2 | Communication Services | 9.55% |
| 3 | Financials | 5.31% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Energy | 4.04% |
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Peak Planning Group's Q2 2022 Portfolio in Review
As of Q2 2022, Peak Planning Group held 78 positions worth $119M. Its ten largest holdings account for 58% of the portfolio.
Peak Planning Group deployed $129M of net new capital in Q2 2022, opening 78 new positions. Its largest new stake was iShares Core S&P 500 ETF: 44,822 shares worth $17M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Communication Services and Financials.
- Peak Planning Group's largest Q2 2022 buy was iShares Core S&P 500 ETF: 44,822 shares worth $17M.
- Peak Planning Group's ten largest holdings make up 58% of its $119M portfolio in Q2 2022.
- Peak Planning Group opened 78 new positions and closed 0 in Q2 2022.
Based on Peak Planning Group's 13F filing for Q2 2022, filed 26 May 2026.