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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
$156M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.41M
3
+$519K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$432K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$374K

Top Sells

1
+$11.7M
2
+$7.67M
3
+$6.84M
4
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
+$5.83M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.81M

Sector Composition

1 Technology 21.58%
2 Financials 14.91%
3 Consumer Discretionary 4.6%
4 Communication Services 3.82%
5 Energy 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.78%
12,514
-4,842
27
$1M 0.64%
9,322
-6,068
28
$981K 0.63%
5,908
-2,746
29
$971K 0.62%
10,681
-7,771
30
$800K 0.51%
5,024
+3,178
31
$713K 0.46%
1,258
-33
32
$706K 0.45%
6,652
-3,512
33
$687K 0.44%
4,569
-300
34
$640K 0.41%
10,324
-4,283
35
$639K 0.41%
1,450
-84
36
$629K 0.4%
16,759
+5,197
37
$580K 0.37%
3,168
-25,305
38
$579K 0.37%
12,190
+3,830
39
$570K 0.36%
15,183
-3,415
40
$563K 0.36%
1,586
-4,911
41
$560K 0.36%
5,126
-4,988
42
$546K 0.35%
3,552
+10
43
$533K 0.34%
1,840
-772
44
$532K 0.34%
5,408
-284
45
$524K 0.34%
13,014
-7,004
46
$510K 0.33%
1,392
-208
47
$494K 0.32%
3,755
-44
48
$487K 0.31%
1,676
+69
49
$467K 0.3%
5,829
+85
50
$467K 0.3%
637
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2
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