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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
$357M
AUM Growth
+$165M
(+86%)
Holding
127
Top Buys
| 1 | +$19.2M | |
| 2 | +$15.3M | |
| 3 | +$12.3M | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$11.3M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$10.2M |
Top Sells
| 1 | +$4.55M | |
| 2 | +$276K | |
| 3 | +$230K | |
| 4 |
Oracle
ORCL
|
+$225K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$212K |
Sector Composition
| 1 | Technology | 19.21% |
| 2 | Financials | 12.05% |
| 3 | Communication Services | 4.33% |
| 4 | Consumer Discretionary | 2.92% |
| 5 | Energy | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Spotify
SPOT
$98.7B
| – | – |
-396
|
|
||
127
State Street Energy Select Sector SPDR ETF
XLE
$36.6B
| – | – |
-4,504
|
|