We are live on ! Find out more
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
$192M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.69M
3
+$3.62M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.52M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.52M

Top Sells

1
+$1.12M
2
+$579K
3
+$353K
4
AAPL icon
Apple
AAPL
+$280K
5
CME icon
CME Group
CME
+$274K

Sector Composition

1 Technology 20.52%
2 Financials 12.94%
3 Communication Services 4.06%
4 Consumer Discretionary 3.99%
5 Energy 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.68%
34,559
+17,800
27
$1.27M 0.66%
12,365
-149
28
$1.12M 0.58%
6,474
-2,130
29
$1.11M 0.58%
5,766
-142
30
$1M 0.52%
10,689
+8
31
$984K 0.51%
8,731
-591
32
$779K 0.41%
6,652
33
$768K 0.4%
5,000
-24
34
$759K 0.4%
1,785
+109
35
$738K 0.38%
1,238
-20
36
$665K 0.35%
1,435
-15
37
$633K 0.33%
3,556
+4
38
$609K 0.32%
5,126
39
$608K 0.32%
3,694
-875
40
$602K 0.31%
+11,355
41
$583K 0.3%
15,231
+48
42
$567K 0.3%
+6,494
43
$553K 0.29%
3,755
44
$537K 0.28%
2,943
-329
45
$532K 0.28%
1,557
-29
46
$523K 0.27%
5,150
-258
47
$523K 0.27%
+2,802
48
$509K 0.27%
2,487
-681
49
$507K 0.26%
1,796
-44
50
$506K 0.26%
1,249
-143
1
2
3 4