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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
$238M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.92M
3
+$1.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.22M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$693K

Top Sells

1
+$538K
2
+$496K
3
+$420K
4
AAPL icon
Apple
AAPL
+$416K
5
MSFT icon
Microsoft
MSFT
+$408K

Sector Composition

1 Technology 20.9%
2 Financials 15.62%
3 Consumer Discretionary 3.67%
4 Communication Services 3.35%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.71%
29,972
-821
27
$1.65M 0.7%
18,452
+14
28
$1.63M 0.69%
3,171
+923
29
$1.52M 0.64%
17,356
-120
30
$1.52M 0.64%
44,561
31
$1.44M 0.6%
5,282
+184
32
$1.3M 0.55%
31,914
+200
33
$1.29M 0.54%
9,289
+4
34
$1.26M 0.53%
8,654
-811
35
$1.25M 0.52%
14,286
-1,071
36
$1.11M 0.47%
32,489
-416
37
$1.11M 0.47%
6,627
-139
38
$1.1M 0.46%
13,013
-2,822
39
$1.09M 0.46%
6,486
-46
40
$1.06M 0.44%
10,114
-1,278
41
$1.05M 0.44%
1,274
+29
42
$951K 0.4%
12,152
+20
43
$918K 0.39%
10,164
-60
44
$914K 0.38%
8,850
+14
45
$878K 0.37%
19,680
-2,164
46
$852K 0.36%
14,607
-866
47
$835K 0.35%
16,217
-80
48
$829K 0.35%
3,955
+20
49
$810K 0.34%
20,018
+4,056
50
$809K 0.34%
8,072
-455
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