PPG

Peak Planning Group Portfolio holdings

AUM $361M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$13.4M
3 +$11.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.57M
5
AMZN icon
Amazon
AMZN
+$7.02M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.72%
2 Communication Services 10.57%
3 Consumer Discretionary 8.02%
4 Financials 5.49%
5 Energy 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$219K 0.19%
+2,545
77
$207K 0.18%
+3,354