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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
$240M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.05M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$486K

Top Sells

1
+$430K
2
+$406K
3
+$378K
4
RJF icon
Raymond James Financial
RJF
+$346K
5
WFC icon
Wells Fargo
WFC
+$341K

Sector Composition

1 Technology 23.79%
2 Financials 13.09%
3 Consumer Discretionary 4.4%
4 Communication Services 3.75%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$420K 0.18%
17,619
-15,621
77
$389K 0.16%
5,542
-5,000
78
$368K 0.15%
6,237
+2
79
$360K 0.15%
632
80
$359K 0.15%
1,623
+1
81
$357K 0.15%
9,712
+1,055
82
$356K 0.15%
+6,716
83
$352K 0.15%
706
+10
84
$348K 0.15%
2,409
-811
85
$347K 0.14%
99,685
86
$344K 0.14%
2,325
+552
87
$343K 0.14%
3,236
-140
88
$337K 0.14%
1,566
-60
89
$336K 0.14%
5,028
-195
90
$331K 0.14%
+2,992
91
$329K 0.14%
1,901
92
$313K 0.13%
618
+27
93
$312K 0.13%
5,302
-122
94
$301K 0.13%
4,452
-1,454
95
$291K 0.12%
+3,005
96
$280K 0.12%
5,416
+20
97
$280K 0.12%
1,772
98
$268K 0.11%
2,135
99
$263K 0.11%
287
100
$261K 0.11%
1,558
+41
1 2 3
4
5