We are live on ! Find out more
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
$228M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.44M
3
+$2.66M
4
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$2.39M
5
MID icon
American Century Mid Cap Growth Impact ETF
MID
+$1.17M

Top Sells

1
+$1.93M
2
+$694K
3
+$404K
4
MMIN icon
IQ MacKay Municipal Insured ETF
MMIN
+$371K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$358K

Sector Composition

1 Technology 24.28%
2 Financials 12.88%
3 Consumer Discretionary 3.91%
4 Communication Services 3.24%
5 Energy 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 10.91%
43,138
+4,776
2
$23M 10.09%
98,732
-140
3
$20.2M 8.87%
41,471
+7,277
4
$16.5M 7.22%
35,767
+2,221
5
$12.5M 5.49%
29,088
+200
6
$6.55M 2.87%
35,171
+275
7
$6.14M 2.69%
50,573
+5,683
8
$6M 2.63%
29,706
+618
9
$5.7M 2.5%
291,679
+50,228
10
$5.62M 2.46%
94,875
+11,993
11
$5.26M 2.31%
144,625
+126,003
12
$4.98M 2.18%
697,893
+129,185
13
$4.56M 2%
7,953
+1
14
$3.97M 1.74%
18,807
+61
15
$3.83M 1.68%
22,938
+977
16
$3.29M 1.44%
18,387
-903
17
$3.26M 1.43%
19,628
-26
18
$2.5M 1.1%
32,340
19
$2.42M 1.06%
+46,730
20
$2.27M 0.99%
19,326
-384
21
$2.01M 0.88%
8,290
-268
22
$1.81M 0.8%
29,574
+20,282
23
$1.76M 0.77%
6,388
-447
24
$1.7M 0.74%
18,671
-102
25
$1.69M 0.74%
10,394
+116
1
2 3 4 5