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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
$240M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.3M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.05M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$486K

Top Sells

1
+$430K
2
+$406K
3
+$378K
4
RJF icon
Raymond James Financial
RJF
+$346K
5
WFC icon
Wells Fargo
WFC
+$341K

Sector Composition

1 Technology 23.79%
2 Financials 13.09%
3 Consumer Discretionary 4.4%
4 Communication Services 3.75%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.3M 11.37%
46,370
+3,232
2
$24.3M 10.11%
96,907
-1,825
3
$22.9M 9.53%
44,746
+3,275
4
$17.5M 7.29%
38,578
+2,811
5
$12.2M 5.1%
29,043
-45
6
$7.87M 3.28%
35,860
+689
7
$7.1M 2.96%
52,867
+2,294
8
$6.19M 2.58%
172,738
+28,113
9
$5.98M 2.49%
101,104
+6,229
10
$5.42M 2.26%
300,978
+9,299
11
$4.92M 2.05%
714,682
+16,789
12
$4.75M 1.98%
29,225
-481
13
$4.67M 1.95%
24,540
+1,602
14
$4.56M 1.9%
7,786
-167
15
$4.54M 1.89%
18,945
+138
16
$3.73M 1.55%
19,695
+67
17
$3.4M 1.42%
19,424
+1,037
18
$2.46M 1.03%
49,409
+2,679
19
$2.09M 0.87%
33,090
+750
20
$1.98M 0.83%
6,272
-116
21
$1.98M 0.83%
8,180
-110
22
$1.86M 0.77%
30,793
+1,219
23
$1.78M 0.74%
32,908
+139
24
$1.71M 0.71%
15,856
-3,470
25
$1.69M 0.71%
5,098
+33
1
2 3 4 5