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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
$228M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.44M
3
+$2.66M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.39M
5
MID icon
American Century Mid Cap Growth Impact ETF
MID
+$1.17M

Top Sells

1
+$1.93M
2
+$694K
3
+$404K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$371K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$358K

Sector Composition

1 Technology 24.28%
2 Financials 12.88%
3 Consumer Discretionary 3.91%
4 Communication Services 3.24%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.74%
5,065
-42
27
$1.68M 0.73%
32,769
-21
28
$1.52M 0.67%
18,813
+393
29
$1.5M 0.66%
45,411
30
$1.45M 0.64%
12,800
-458
31
$1.43M 0.63%
14,861
+10,958
32
$1.42M 0.62%
11,578
+2
33
$1.37M 0.6%
11,750
-356
34
$1.31M 0.57%
31,775
+239
35
$1.24M 0.54%
28,148
+3,790
36
$1.22M 0.53%
34,982
-3,694
37
$1.14M 0.5%
25,099
-44,413
38
$1.12M 0.49%
11,769
-489
39
$1.1M 0.48%
1,243
-11
40
$1.06M 0.47%
6,152
-78
41
$1.04M 0.46%
2,461
-881
42
$1.03M 0.45%
7,018
+11
43
$1.03M 0.45%
16,460
-431
44
$1.01M 0.44%
8,968
-30
45
$1.01M 0.44%
19,944
+6,278
46
$992K 0.43%
2,448
-448
47
$962K 0.42%
10,252
-320
48
$952K 0.42%
16,271
+196
49
$925K 0.41%
5,636
-672
50
$881K 0.39%
1,669
+670
1
2
3 4 5