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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
$238M
AUM Growth
-$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.92M
3
+$1.25M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.22M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$693K

Top Sells

1
+$538K
2
+$496K
3
+$420K
4
AAPL icon
Apple
AAPL
+$416K
5
MSFT icon
Microsoft
MSFT
+$408K

Sector Composition

1 Technology 20.9%
2 Financials 15.62%
3 Consumer Discretionary 3.67%
4 Communication Services 3.35%
5 Energy 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.4M 11.12%
47,041
+671
2
$22.7M 9.53%
42,534
+3,956
3
$22.2M 9.32%
47,210
+2,464
4
$21.1M 8.88%
95,110
-1,797
5
$10.5M 4.43%
28,043
-1,000
6
$7.09M 2.98%
121,154
+20,050
7
$6.8M 2.86%
35,742
-118
8
$5.9M 2.48%
54,474
+1,607
9
$5.83M 2.45%
317,026
+16,048
10
$5.81M 2.44%
173,454
+716
11
$5.35M 2.25%
782,407
+67,725
12
$4.58M 1.92%
18,652
-293
13
$4.49M 1.89%
8,021
+235
14
$4.28M 1.8%
27,393
+2,853
15
$4.13M 1.74%
28,473
-752
16
$3.28M 1.38%
18,930
-494
17
$3.07M 1.29%
19,881
+186
18
$3M 1.26%
+60,321
19
$2.38M 1%
47,059
-2,350
20
$2.29M 0.96%
7,953
-227
21
$2.28M 0.96%
6,497
+225
22
$2.25M 0.95%
33,130
+40
23
$1.87M 0.79%
40,098
+9,128
24
$1.83M 0.77%
15,390
-466
25
$1.75M 0.74%
33,026
+118
1
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