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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
$228M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.44M
3
+$2.66M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.39M
5
MID icon
American Century Mid Cap Growth Impact ETF
MID
+$1.17M

Top Sells

1
+$1.93M
2
+$694K
3
+$404K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$371K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$358K

Sector Composition

1 Technology 24.28%
2 Financials 12.88%
3 Consumer Discretionary 3.91%
4 Communication Services 3.24%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.1%
4,643
+21
102
$231K 0.1%
+1,773
103
$223K 0.1%
2,135
-38
104
$222K 0.1%
+629
105
$221K 0.1%
1,618
-86
106
$204K 0.09%
+800
107
$203K 0.09%
3,820
-4,089
108
$92.7K 0.04%
99,685
109
– –
-14,645
110
– –
-2,449
111
– –
-3,329
112
– –
-901
1 2 3 4
5