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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
$238M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.92M
3
+$1.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.22M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$693K

Top Sells

1
+$538K
2
+$496K
3
+$420K
4
AAPL icon
Apple
AAPL
+$416K
5
MSFT icon
Microsoft
MSFT
+$408K

Sector Composition

1 Technology 20.9%
2 Financials 15.62%
3 Consumer Discretionary 3.67%
4 Communication Services 3.35%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.18%
11,562
+1,850
77
$417K 0.18%
4,646
-5,761
78
$412K 0.17%
5,744
+202
79
$365K 0.15%
8,360
-11,573
80
$356K 0.15%
701
-5
81
$349K 0.15%
666
+48
82
$348K 0.15%
4,975
-53
83
$343K 0.14%
7,321
+605
84
$342K 0.14%
6,239
+2
85
$333K 0.14%
2,878
+553
86
$332K 0.14%
576
+212
87
$331K 0.14%
3,222
-1,089
88
$325K 0.14%
1,901
89
$324K 0.14%
1,624
+1
90
$322K 0.14%
1,940
-469
91
$321K 0.13%
+1,607
92
$315K 0.13%
1,846
+288
93
$314K 0.13%
5,987
+571
94
$312K 0.13%
3,236
95
$311K 0.13%
5,169
-133
96
$289K 0.12%
1,612
-160
97
$278K 0.12%
294
+7
98
$273K 0.11%
2,235
+192
99
$270K 0.11%
2,732
-273
100
$262K 0.11%
+988
2 3
4
5 6