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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
$240M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.05M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$486K

Top Sells

1
+$430K
2
+$406K
3
+$378K
4
RJF icon
Raymond James Financial
RJF
+$346K
5
WFC icon
Wells Fargo
WFC
+$341K

Sector Composition

1 Technology 23.79%
2 Financials 13.09%
3 Consumer Discretionary 4.4%
4 Communication Services 3.75%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.1%
2,704
102
$247K 0.1%
+852
103
$242K 0.1%
2,770
-834
104
$240K 0.1%
2,417
+22
105
$238K 0.1%
28,746
+491
106
$231K 0.1%
658
+29
107
$226K 0.09%
4,443
-200
108
$225K 0.09%
3,809
-11
109
$225K 0.09%
+11,472
110
$220K 0.09%
2,043
-45
111
$213K 0.09%
+364
112
$212K 0.09%
3,887
-190
113
$209K 0.09%
+2,083
114
$201K 0.08%
695
-142
115
$98.3K 0.04%
+3,167
116
$74.7K 0.03%
+11,211
117
– –
-800
118
– –
-1,618
1 2 3 4
5