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PPG

Peak Planning Group Portfolio holdings

AUM $361M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$968K
3
+$846K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$769K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$592K

Top Sells

1
+$1.59M
2
+$166K
3
+$149K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$128K
5
SO icon
Southern Company
SO
+$50.1K

Sector Composition

1 Technology 19.98%
2 Consumer Discretionary 10.95%
3 Communication Services 9.69%
4 Financials 4.9%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.34%
1,858
52
$270K 0.31%
+5,096
53
$249K 0.28%
+1,582
54
$245K 0.28%
897
+113
55
$231K 0.26%
+4,410
56
$230K 0.26%
1,001
+29
57
$229K 0.26%
1,099
+5
58
$227K 0.26%
+1,886
59
$220K 0.25%
2,815
+189
60
$216K 0.25%
+6,195
61
$202K 0.23%
+1,624
1 2
3