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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
$357M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$15.3M
3
+$12.3M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Top Sells

1
+$4.55M
2
+$276K
3
+$230K
4
ORCL icon
Oracle
ORCL
+$225K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$212K

Sector Composition

1 Technology 19.21%
2 Financials 12.05%
3 Communication Services 4.33%
4 Consumer Discretionary 2.92%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.9T
$2.54M 0.71%
7,340
+1,976
V icon
27
Visa
V
$664B
$2.26M 0.63%
6,446
+4,889
VOO icon
28
Vanguard S&P 500 ETF
VOO
$993B
$2.22M 0.62%
3,543
+148
USHY icon
29
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.3B
$2.06M 0.58%
54,964
+20,405
FXO icon
30
First Trust Financials AlphaDEX Fund
FXO
$1.09B
$2.02M 0.57%
+33,421
WMT icon
31
Walmart Inc
WMT
$906B
$1.99M 0.56%
17,837
+5,472
ETN icon
32
Eaton
ETN
$158B
$1.9M 0.53%
5,970
+1,789
MID icon
33
American Century Mid Cap Growth Impact ETF
MID
$102M
$1.89M 0.53%
+28,991
XOM icon
34
ExxonMobil
XOM
$576B
$1.53M 0.43%
12,743
+4,012
AVUV icon
35
Avantis US Small Cap Value ETF
AVUV
$28.9B
$1.48M 0.41%
+14,499
DIVO icon
36
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.32B
$1.39M 0.39%
31,290
+66
LLY icon
37
Eli Lilly
LLY
$1.06T
$1.37M 0.38%
+1,273
CGGR icon
38
Capital Group Growth ETF
CGGR
$24.8B
$1.34M 0.37%
30,038
-1,278
IEFA icon
39
iShares Core MSCI EAFE ETF
IEFA
$188B
$1.31M 0.37%
14,673
+8,179
MPC icon
40
Marathon Petroleum
MPC
$82.8B
$1.31M 0.37%
8,030
+2,264
TOWN icon
41
Towne Bank
TOWN
$3.27B
$1.29M 0.36%
38,596
-3,835
QINT icon
42
American Century Quality Diversified International ETF
QINT
$678M
$1.25M 0.35%
+19,481
FTCS icon
43
First Trust Capital Strength ETF
FTCS
$7.87B
$1.25M 0.35%
13,476
+2,787
XLK icon
44
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.25M 0.35%
+8,657
SCHW
45
Charles Schwab
SCHW
$179B
$1.2M 0.34%
+12,047
GS icon
46
Goldman Sachs
GS
$311B
$1.18M 0.33%
+1,340
TSM icon
47
TSMC
TSM
$2.25T
$1.14M 0.32%
3,759
+2,208
IGSB icon
48
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.6B
$1.12M 0.31%
21,124
+9,769
IJR icon
49
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.05M 0.3%
8,755
+3,629
RJF icon
50
Raymond James Financial
RJF
$32.8B
$992K 0.28%
6,178
-296
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