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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
126
– –
-2,770
127
– –
-3,167
128
– –
-17,619
129
– –
-1,566
130
– –
-11,211
131
– –
-99,685
2 3 4 5
6