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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
$103M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$902K
3
+$897K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$691K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$572K

Top Sells

1
+$1.26M
2
+$714K
3
+$501K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$171K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$131K

Sector Composition

1 Technology 17.93%
2 Consumer Discretionary 9.6%
3 Communication Services 9.08%
4 Financials 5.88%
5 Energy 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 11.32%
94,973
+1,281
2
$11.5M 11.19%
28,836
+3,973
3
$8.75M 8.54%
27,434
-3,931
4
$6.58M 6.42%
42,560
+920
5
$4.5M 4.39%
43,540
-7,200
6
$4.16M 4.06%
69,336
+11,509
7
$3.45M 3.36%
39,978
-1,977
8
$2.94M 2.86%
12,452
+155
9
$2.88M 2.81%
7,255
+29
10
$2.77M 2.7%
17,299
+195
11
$2.42M 2.36%
101,120
+2,243
12
$1.93M 1.88%
7,544
+2,355
13
$1.72M 1.68%
16,680
+1,140
14
$1.67M 1.63%
7,879
+345
15
$1.61M 1.57%
14,851
+3,064
16
$1.55M 1.51%
10,200
+1,260
17
$1.52M 1.48%
23,766
-14
18
$1.29M 1.26%
18,972
+4,765
19
$1.16M 1.14%
35,250
-950
20
$1.13M 1.1%
5,076
+576
21
$1.09M 1.06%
26,089
+4,514
22
$1.05M 1.03%
18,099
+2,881
23
$1.03M 1.01%
14,584
+8,021
24
$995K 0.97%
8,292
+6,668
25
$902K 0.88%
16,165
+926
1
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