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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
$192M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.62M
2
+$3.69M
3
+$3.62M
4
ACIO icon
Aptus Collared Investment Opportunity ETF
ACIO
+$2.52M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.52M

Top Sells

1
+$1.12M
2
+$579K
3
+$353K
4
AAPL icon
Apple
AAPL
+$280K
5
CME icon
CME Group
CME
+$274K

Sector Composition

1 Technology 20.52%
2 Financials 12.94%
3 Communication Services 4.06%
4 Consumer Discretionary 3.99%
5 Energy 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 11.95%
38,224
+6,442
2
$21.6M 11.26%
32,302
+5,628
3
$18.7M 9.73%
73,363
-1,240
4
$16.1M 8.37%
31,958
+2,896
5
$12.1M 6.29%
242,173
+133,204
6
$10.7M 5.6%
20,739
-236
7
$8.89M 4.63%
132,161
+23,370
8
$6.2M 3.23%
28,216
+747
9
$5.46M 2.85%
29,276
+858
10
$4.55M 2.37%
66,519
+4,514
11
$4.13M 2.15%
16,955
-165
12
$3.52M 1.84%
11,168
+21
13
$3.07M 1.6%
70,686
+59,686
14
$2.4M 1.25%
9,870
+56
15
$2.34M 1.22%
6,579
+19
16
$2.15M 1.12%
11,315
-460
17
$2.1M 1.09%
3,150
-9
18
$2.08M 1.08%
3,395
-18
19
$1.94M 1.01%
5,933
+1,425
20
$1.77M 0.92%
5,364
+5
21
$1.56M 0.82%
4,181
+177
22
$1.47M 0.76%
42,431
23
$1.39M 0.73%
31,224
-842
24
$1.38M 0.72%
31,316
-236
25
$1.33M 0.69%
+30,054
1
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