PPG

Peak Planning Group Portfolio holdings

AUM $361M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.29M
3
+$1.66M
4
RJF icon
Raymond James Financial
RJF
+$1.43M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.27M

Top Sells

1
+$1.42M
2
+$458K
3
+$373K
4
ACN icon
Accenture
ACN
+$214K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$192K

Sector Composition

1 Technology 26.31%
2 Financials 12.7%
3 Consumer Discretionary 4.42%
4 Communication Services 3.91%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.11%
+2,449
102
$212K 0.1%
+2,116
103
$211K 0.1%
+2,173
104
$204K 0.1%
+901
105
$87.3K 0.04%
+99,685
106
– –
-10,092
107
– –
-618
1 2 3 4
5