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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
$238M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.92M
3
+$1.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.22M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$693K

Top Sells

1
+$538K
2
+$496K
3
+$420K
4
AAPL icon
Apple
AAPL
+$416K
5
MSFT icon
Microsoft
MSFT
+$408K

Sector Composition

1 Technology 20.9%
2 Financials 15.62%
3 Consumer Discretionary 3.67%
4 Communication Services 3.35%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$789K 0.33%
8,659
-1,415
52
$789K 0.33%
2,612
-203
53
$743K 0.31%
14,347
+1,102
54
$720K 0.3%
1,645
+3
55
$707K 0.3%
1,294
+183
56
$700K 0.29%
5,292
-129
57
$697K 0.29%
18,598
+46
58
$689K 0.29%
1,291
-49
59
$675K 0.28%
2,606
-754
60
$644K 0.27%
1,534
-817
61
$619K 0.26%
4,869
-571
62
$612K 0.26%
+2,893
63
$601K 0.25%
2,636
64
$591K 0.25%
7,808
+4
65
$586K 0.25%
1,600
-601
66
$568K 0.24%
25,018
-1,704
67
$543K 0.23%
3,542
+7
68
$507K 0.21%
14,861
+150
69
$496K 0.21%
5,692
-23
70
$447K 0.19%
1,915
+5
71
$446K 0.19%
3,322
+23
72
$439K 0.18%
2,645
-19
73
$437K 0.18%
3,500
74
$429K 0.18%
637
+5
75
$428K 0.18%
3,799
1 2
3
4 5