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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
$103M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$902K
3
+$897K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$691K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$572K

Top Sells

1
+$1.26M
2
+$714K
3
+$501K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$171K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$131K

Sector Composition

1 Technology 17.93%
2 Consumer Discretionary 9.6%
3 Communication Services 9.08%
4 Financials 5.88%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,174
1 2 3
4