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
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.6M
3
+$10.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.96M
5
MSFT icon
Microsoft
MSFT
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.43%
2 Communication Services 9.55%
3 Financials 5.31%
4 Consumer Discretionary 5.29%
5 Energy 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$212K 0.18%
+6,099
77
$201K 0.17%
+5,167
78
$192K 0.16%
+11,142
1 2 3
4