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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13.4M
3
+$11.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.57M
5
AMZN icon
Amazon
AMZN
+$7.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.72%
2 Communication Services 10.57%
3 Consumer Discretionary 8.02%
4 Financials 5.49%
5 Energy 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$422K 0.36%
+17,493
52
$408K 0.35%
+3,780
53
$399K 0.34%
+7,326
54
$389K 0.33%
+8,117
55
$377K 0.32%
+1,858
56
$369K 0.32%
+10,380
57
$364K 0.31%
+3,542
58
$362K 0.31%
+752
59
$343K 0.3%
+5,794
60
$341K 0.29%
+1,470
61
$341K 0.29%
+1,330
62
$314K 0.27%
+4,182
63
$303K 0.26%
+1,547
64
$297K 0.26%
+5,318
65
$291K 0.25%
+2,278
66
$284K 0.24%
+4,650
67
$282K 0.24%
+2,252
68
$256K 0.22%
+4,590
69
$249K 0.21%
+1,285
70
$241K 0.21%
+1,387
71
$235K 0.2%
+5,671
72
$230K 0.2%
+2,633
73
$227K 0.2%
+2,148
74
$225K 0.19%
+984
75
$223K 0.19%
+2,946
1 2
3
4