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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
$103M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$902K
3
+$897K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$691K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$572K

Top Sells

1
+$1.26M
2
+$714K
3
+$501K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$171K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$131K

Sector Composition

1 Technology 17.93%
2 Consumer Discretionary 9.6%
3 Communication Services 9.08%
4 Financials 5.88%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.39%
841
52
$392K 0.38%
3,622
-214
53
$362K 0.35%
6,994
+319
54
$353K 0.34%
1,858
55
$342K 0.33%
2,083
+501
56
$320K 0.31%
1,136
+239
57
$312K 0.3%
2,256
+370
58
$309K 0.3%
2,372
-982
59
$299K 0.29%
1,359
+260
60
$275K 0.27%
1,107
+106
61
$267K 0.26%
+4,370
62
$266K 0.26%
3,615
+800
63
$263K 0.26%
5,079
-17
64
$257K 0.25%
+1,367
65
$256K 0.25%
6,340
+145
66
$254K 0.25%
4,693
+283
67
$248K 0.24%
+2,839
68
$239K 0.23%
+11,882
69
$235K 0.23%
+1,151
70
$229K 0.22%
+3,944
71
$226K 0.22%
+1,914
72
$204K 0.2%
+11,516
73
$204K 0.2%
+1,774
74
$202K 0.2%
+2,803
75
$124K 0.12%
+12,428
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3
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