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PPG
Peak Planning Group Portfolio holdings
AUM
$361M
1-Year Est. Return
22.01%
This Fund
S&P 500
1 Year Est. Return
+22.01%
AUM
$156M
AUM Growth
-$81.5M
(-34%)
Holding
132
Top Buys
| 1 | +$4.37M | |
| 2 | +$2.41M | |
| 3 | +$519K | |
| 4 |
Aptus Collared Investment Opportunity ETF
ACIO
|
+$432K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$374K |
Top Sells
| 1 | +$11.7M | |
| 2 | +$7.67M | |
| 3 | +$6.84M | |
| 4 |
FPF
First Trust Intermediate Duration Preferred & Income Fund
FPF
|
+$5.83M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$5.81M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Financials | 14.91% |
| 3 | Consumer Discretionary | 4.6% |
| 4 | Communication Services | 3.82% |
| 5 | Energy | 2.15% |