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
$228M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.44M
3
+$2.66M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.39M
5
MID icon
American Century Mid Cap Growth Impact ETF
MID
+$1.17M

Top Sells

1
+$1.93M
2
+$694K
3
+$404K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$371K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$358K

Sector Composition

1 Technology 24.28%
2 Financials 12.88%
3 Consumer Discretionary 3.91%
4 Communication Services 3.24%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$862K 0.38%
3,295
-853
52
$842K 0.37%
4,263
-84
53
$836K 0.37%
1,467
-570
54
$817K 0.36%
33,240
-15,237
55
$817K 0.36%
6,190
56
$800K 0.35%
2,774
+5
57
$786K 0.34%
12,122
-81
58
$775K 0.34%
4,000
-335
59
$743K 0.33%
5,360
+334
60
$737K 0.32%
1,640
-14
61
$691K 0.3%
29,463
+142
62
$690K 0.3%
13,342
-1,399
63
$622K 0.27%
18,510
+50
64
$596K 0.26%
10,542
-330
65
$586K 0.26%
7,513
-599
66
$541K 0.24%
1,092
-38
67
$522K 0.23%
3,220
-2,538
68
$517K 0.23%
1,910
69
$515K 0.23%
5,711
-351
70
$508K 0.22%
2,636
+30
71
$474K 0.21%
3,799
72
$452K 0.2%
3,528
+9
73
$444K 0.19%
3,290
+29
74
$430K 0.19%
11,571
-334
75
$426K 0.19%
+2,452
1 2
3
4 5