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
$156M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.41M
3
+$519K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$432K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$374K

Top Sells

1
+$11.7M
2
+$7.67M
3
+$6.84M
4
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
+$5.83M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.81M

Sector Composition

1 Technology 21.58%
2 Financials 14.91%
3 Consumer Discretionary 4.6%
4 Communication Services 3.82%
5 Energy 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.29%
14,715
-146
52
$455K 0.29%
+11,000
53
$447K 0.29%
605
+29
54
$446K 0.29%
3,272
-9,741
55
$439K 0.28%
1,044
-601
56
$427K 0.27%
1,923
+8
57
$408K 0.26%
3,500
58
$395K 0.25%
2,758
-3,869
59
$350K 0.22%
2,969
+734
60
$346K 0.22%
2,603
-275
61
$328K 0.21%
3,236
62
$317K 0.2%
5,182
-2,139
63
$315K 0.2%
5,310
-929
64
$314K 0.2%
1,814
+295
65
$307K 0.2%
310
+16
66
$306K 0.2%
6,847
-12,833
67
$297K 0.19%
1,008
+136
68
$286K 0.18%
5,037
+699
69
$279K 0.18%
1,612
70
$274K 0.18%
993
+5
71
$268K 0.17%
508
-193
72
$265K 0.17%
29,825
+552
73
$263K 0.17%
+2,166
74
$263K 0.17%
3,787
-32
75
$256K 0.16%
2,704
1 2
3
4 5