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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
$240M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.05M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$486K

Top Sells

1
+$430K
2
+$406K
3
+$378K
4
RJF icon
Raymond James Financial
RJF
+$346K
5
WFC icon
Wells Fargo
WFC
+$341K

Sector Composition

1 Technology 23.79%
2 Financials 13.09%
3 Consumer Discretionary 4.4%
4 Communication Services 3.75%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$858K 0.36%
16,297
+26
52
$856K 0.36%
2,201
-247
53
$852K 0.36%
8,527
+4,863
54
$805K 0.34%
5,421
+61
55
$778K 0.32%
2,815
+41
56
$763K 0.32%
1,340
-127
57
$759K 0.32%
1,642
+2
58
$758K 0.32%
5,440
-750
59
$699K 0.29%
3,935
-328
60
$661K 0.28%
18,552
+42
61
$636K 0.27%
1,111
+19
62
$634K 0.26%
13,245
-97
63
$559K 0.23%
+15,962
64
$548K 0.23%
7,804
+291
65
$536K 0.22%
26,722
-2,741
66
$526K 0.22%
2,664
+212
67
$521K 0.22%
4,311
-1,325
68
$513K 0.21%
5,715
+4
69
$500K 0.21%
3,500
-500
70
$492K 0.21%
2,636
71
$471K 0.2%
1,910
72
$461K 0.19%
14,711
+155
73
$458K 0.19%
3,799
74
$446K 0.19%
3,535
+7
75
$433K 0.18%
3,299
+9
1 2
3
4 5