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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
$240M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.05M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$486K

Top Sells

1
+$430K
2
+$406K
3
+$378K
4
RJF icon
Raymond James Financial
RJF
+$346K
5
WFC icon
Wells Fargo
WFC
+$341K

Sector Composition

1 Technology 23.79%
2 Financials 13.09%
3 Consumer Discretionary 4.4%
4 Communication Services 3.75%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.67%
18,438
-233
27
$1.58M 0.66%
17,476
-1,337
28
$1.52M 0.63%
44,561
-850
29
$1.51M 0.63%
6,532
+380
30
$1.48M 0.62%
15,357
+496
31
$1.44M 0.6%
9,285
-2,293
32
$1.36M 0.57%
3,360
+65
33
$1.33M 0.55%
30,970
+2,822
34
$1.32M 0.55%
9,465
-929
35
$1.31M 0.55%
11,392
-358
36
$1.28M 0.53%
31,714
-61
37
$1.22M 0.51%
32,905
-2,077
38
$1.21M 0.5%
2,248
+579
39
$1.2M 0.5%
15,835
+4,264
40
$1.04M 0.43%
10,407
-2,393
41
$1.03M 0.43%
8,836
-132
42
$1.03M 0.43%
10,224
-28
43
$1M 0.42%
2,351
-110
44
$980K 0.41%
6,766
-252
45
$964K 0.4%
15,473
-987
46
$961K 0.4%
1,245
+2
47
$953K 0.4%
21,844
-3,255
48
$902K 0.38%
19,933
-11
49
$898K 0.37%
12,132
+10
50
$869K 0.36%
10,074
-1,695
1
2
3 4 5