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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
$228M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.44M
3
+$2.66M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.39M
5
MID icon
American Century Mid Cap Growth Impact ETF
MID
+$1.17M

Top Sells

1
+$1.93M
2
+$694K
3
+$404K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$371K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$358K

Sector Composition

1 Technology 24.28%
2 Financials 12.88%
3 Consumer Discretionary 3.91%
4 Communication Services 3.24%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$424K 0.19%
14,556
-1,273
77
$409K 0.18%
5,906
-41
78
$375K 0.16%
1,626
+707
79
$367K 0.16%
+3,664
80
$365K 0.16%
5,223
+16
81
$365K 0.16%
3,376
82
$363K 0.16%
6,235
83
$360K 0.16%
696
+1
84
$358K 0.16%
1,622
+7
85
$350K 0.15%
5,424
-339
86
$345K 0.15%
591
-22
87
$336K 0.15%
3,604
-494
88
$326K 0.14%
+8,657
89
$312K 0.14%
632
-298
90
$293K 0.13%
1,772
-300
91
$284K 0.12%
5,396
+412
92
$267K 0.12%
1,901
93
$263K 0.12%
4,077
94
$263K 0.12%
1,517
+51
95
$258K 0.11%
2,704
96
$254K 0.11%
287
97
$252K 0.11%
2,395
+150
98
$249K 0.11%
837
-34
99
$244K 0.11%
28,255
+471
100
$241K 0.11%
2,088
-28
1 2 3
4
5