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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
$238M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.92M
3
+$1.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.22M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$693K

Top Sells

1
+$538K
2
+$496K
3
+$420K
4
AAPL icon
Apple
AAPL
+$416K
5
MSFT icon
Microsoft
MSFT
+$408K

Sector Composition

1 Technology 20.9%
2 Financials 15.62%
3 Consumer Discretionary 3.67%
4 Communication Services 3.35%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.11%
2,400
-17
102
$252K 0.11%
29,273
+527
103
$250K 0.1%
2,704
104
$249K 0.1%
2,135
105
$248K 0.1%
+4,338
106
$248K 0.1%
3,827
-60
107
$246K 0.1%
852
108
$240K 0.1%
3,664
-788
109
$238K 0.1%
12,816
+1,344
110
$236K 0.1%
3,819
+10
111
$217K 0.09%
+872
112
$213K 0.09%
+1,904
113
$213K 0.09%
+1,519
114
$209K 0.09%
670
+12
115
$209K 0.09%
+668
116
$208K 0.09%
+1,418
117
$207K 0.09%
2,083
118
$203K 0.09%
+800
119
$201K 0.08%
+3,998
120
$201K 0.08%
+2,507
121
$19.8K 0.01%
+10,000
122
$7.06K ﹤0.01%
+10,000
123
– –
-2,992
124
– –
-695
125
– –
-4,443
2 3 4
5
6