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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
$192M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.69M
3
+$3.62M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.52M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.52M

Top Sells

1
+$1.12M
2
+$579K
3
+$353K
4
AAPL icon
Apple
AAPL
+$280K
5
CME icon
CME Group
CME
+$274K

Sector Composition

1 Technology 20.52%
2 Financials 12.94%
3 Communication Services 4.06%
4 Consumer Discretionary 3.99%
5 Energy 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$253K 0.13%
27,808
-2,017
77
$253K 0.13%
4,907
78
$253K 0.13%
2,298
+50
79
$248K 0.13%
509
+1
80
$244K 0.13%
+548
81
$240K 0.12%
1,431
82
$231K 0.12%
3,410
-614
83
$230K 0.12%
2,297
-407
84
$229K 0.12%
753
-1
85
$225K 0.12%
+802
86
$220K 0.11%
4,765
-2,082
87
$219K 0.11%
800
88
$215K 0.11%
1,790
89
$214K 0.11%
1,641
-525
90
$212K 0.11%
+3,692
91
$212K 0.11%
3,718
-1,319
92
$212K 0.11%
1,907
+2
93
$209K 0.11%
1,127
-475
94
$201K 0.1%
4,504
-25,500
95
– –
-2,431
96
– –
-993
97
– –
-12,190
98
– –
-2,571
99
– –
-5,722
1 2 3
4