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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
$156M
AUM Growth
-$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$2.41M
3
+$519K
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$432K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$374K

Top Sells

1
+$11.7M
2
+$7.67M
3
+$6.84M
4
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
+$5.83M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.81M

Sector Composition

1 Technology 21.58%
2 Financials 14.91%
3 Consumer Discretionary 4.6%
4 Communication Services 3.82%
5 Energy 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.16%
+4,024
77
$246K 0.16%
4,907
+909
78
$246K 0.16%
+5,722
79
$245K 0.16%
1,602
-338
80
$241K 0.15%
2,431
-301
81
$240K 0.15%
+1,790
82
$237K 0.15%
2,248
-259
83
$234K 0.15%
+305
84
$223K 0.14%
+3,292
85
$220K 0.14%
754
+86
86
$216K 0.14%
800
87
$211K 0.14%
1,905
+1
88
$209K 0.13%
+1,431
89
$203K 0.13%
2,571
-2,075
90
$202K 0.13%
+3,884
91
– –
-3,955
92
– –
-670
93
– –
-3,222
94
– –
-5,169
95
– –
-14,286
96
– –
-2,636
97
– –
-2,400
98
– –
-1,901
99
– –
-3,322
100
– –
-782,407
2 3
4
5 6