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
$192M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.69M
3
+$3.62M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.52M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.52M

Top Sells

1
+$1.12M
2
+$579K
3
+$353K
4
AAPL icon
Apple
AAPL
+$280K
5
CME icon
CME Group
CME
+$274K

Sector Composition

1 Technology 20.52%
2 Financials 12.94%
3 Communication Services 4.06%
4 Consumer Discretionary 3.99%
5 Energy 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.26%
+6,396
52
$489K 0.25%
5,829
53
$481K 0.25%
1,915
-8
54
$480K 0.25%
7,357
-2,967
55
$478K 0.25%
1,046
+2
56
$465K 0.24%
14,875
+160
57
$459K 0.24%
625
+20
58
$454K 0.24%
588
-49
59
$433K 0.23%
+1,551
60
$425K 0.22%
2,735
-23
61
$424K 0.22%
3,500
62
$357K 0.19%
3,236
63
$355K 0.19%
1,814
64
$352K 0.18%
5,420
+238
65
$339K 0.18%
2,606
+3
66
$334K 0.17%
9,953
-3,061
67
$329K 0.17%
5,313
+3
68
$326K 0.17%
3,292
69
$319K 0.17%
1,612
70
$306K 0.16%
2,474
-495
71
$297K 0.15%
3,884
72
$285K 0.15%
1,011
+3
73
$284K 0.15%
307
-3
74
$276K 0.14%
396
+91
75
$260K 0.14%
3,793
+6
1 2
3
4