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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
$108M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.54M
3
+$435K
4
SCHW
Charles Schwab
SCHW
+$417K
5
LLY icon
Eli Lilly
LLY
+$372K

Top Sells

1
+$2.96M
2
+$2.56M
3
+$2.1M
4
FNY icon
First Trust Mid Cap Growth AlphaDEX Fund
FNY
+$1.45M
5
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$842K

Sector Composition

1 Technology 21.05%
2 Communication Services 8.49%
3 Financials 6.74%
4 Consumer Discretionary 6.57%
5 Energy 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.19%
+5,921
77
$202K 0.19%
6,099
78
– –
-5,090
79
– –
-3,461
80
– –
-1,270
81
– –
-26,606
82
– –
-11,142
83
– –
-14,763
84
– –
-6,442
85
– –
-22,711
86
– –
-1,350
87
– –
-1,634
88
– –
-14,800
89
– –
-1,509
1 2 3
4