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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
$357M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$15.3M
3
+$12.3M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$11.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Top Sells

1
+$4.55M
2
+$276K
3
+$230K
4
ORCL icon
Oracle
ORCL
+$225K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$212K

Sector Composition

1 Technology 19.21%
2 Financials 12.05%
3 Communication Services 4.33%
4 Consumer Discretionary 2.92%
5 Energy 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
76
Chubb
CB
$135B
$529K 0.15%
1,695
-101
QQQE icon
77
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.39B
$527K 0.15%
5,151
+1
BIV icon
78
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$517K 0.15%
6,642
+246
IUSG icon
79
iShares Core S&P US Growth ETF
IUSG
$32.4B
$495K 0.14%
2,949
-745
CHKP icon
80
Check Point Software Technologies
CHKP
$13.7B
$484K 0.14%
+2,606
EPD icon
81
Enterprise Products Partners
EPD
$80.6B
$482K 0.14%
15,036
+161
AVEM icon
82
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$480K 0.13%
+6,228
COF icon
83
Capital One
COF
$124B
$472K 0.13%
+1,948
DVY icon
84
iShares Select Dividend ETF
DVY
$23.4B
$468K 0.13%
+3,313
LOW icon
85
Lowe's Companies
LOW
$119B
$462K 0.13%
1,915
BLDR icon
86
Builders FirstSource
BLDR
$8.14B
$409K 0.11%
3,973
+473
MS icon
87
Morgan Stanley
MS
$351B
$385K 0.11%
+2,171
MCK icon
88
McKesson
MCK
$94.4B
$384K 0.11%
468
-120
HD icon
89
Home Depot
HD
$342B
$366K 0.1%
1,064
-185
IYW icon
90
iShares US Technology ETF
IYW
$25.2B
$362K 0.1%
1,814
VIOO icon
91
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.09B
$359K 0.1%
3,236
FLV icon
92
American Century Focused Large Cap Value ETF
FLV
$362M
$342K 0.1%
+4,518
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$122B
$341K 0.1%
5,164
-2,193
KKR icon
94
KKR & Co
KKR
$87B
$333K 0.09%
2,610
+4
NXST icon
95
Nexstar Media Group
NXST
$5.32B
$327K 0.09%
1,612
GDX icon
96
VanEck Gold Miners ETF
GDX
$22.9B
$302K 0.08%
3,526
-358
IBM icon
97
IBM
IBM
$270B
$291K 0.08%
982
-29
GDXJ icon
98
VanEck Junior Gold Miners ETF
GDXJ
$7.12B
$287K 0.08%
2,524
-768
DUK icon
99
Duke Energy
DUK
$97.8B
$278K 0.08%
2,370
-104
JCI icon
100
Johnson Controls International
JCI
$87.1B
$276K 0.08%
2,306
+8
2 3
4
5 6