PRP
Peak Retirement Planning Portfolio holdings
AUM
$501M
1-Year Est. Return
14.34%
This Fund
S&P 500
1 Year Est. Return
+14.34%
AUM
$501M
AUM Growth
+$74.4M
(+17%)
Holding
166
Top Buys
| 1 | +$13.1M | |
| 2 | +$9.57M | |
| 3 | +$7.78M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$6.08M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.36M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$11.2M | |
| 3 | +$10.3M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.97M |
| 5 |
Palo Alto Networks
PANW
|
+$2.85M |
Sector Composition
| 1 | Healthcare | 9.06% |
| 2 | Technology | 7.87% |
| 3 | Consumer Staples | 3.82% |
| 4 | Consumer Discretionary | 3.69% |
| 5 | Communication Services | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$1.97T
| $4.05M | 0.81% |
13,078
+3,048
|
|
||
27
Vanguard Total Stock Market ETF
VTI
$643B
| $4M | 0.8% |
12,461
-4,620
|
|
||
28
United Therapeutics
UTHR
$24.6B
| $3.91M | 0.78% |
6,598
+1,017
|
|
||
29
Eli Lilly
LLY
$906B
| $3.74M | 0.75% |
4,066
+3,423
|
|
||
30
Apple
AAPL
$4.39T
| $3.72M | 0.74% |
14,649
+776
|
|
||
31
Zoom
ZM
$30.2B
| $3.61M | 0.72% |
44,862
+12,300
|
|
||
32
Exelixis
EXEL
$12.9B
| $3.52M | 0.7% |
82,120
+19,614
|
|
||
33
Flex
FLEX
$52.9B
| $3.52M | 0.7% |
53,786
+7,824
|
|
||
34
Monolithic Power Systems
MPWR
$81.1B
| $3.46M | 0.69% |
3,162
+121
|
|
||
35
Chewy
CHWY
$9.02B
| $3.4M | 0.68% |
125,746
+39,689
|
|
||
36
Neurocrine Biosciences
NBIX
$16.2B
| $3.37M | 0.67% |
25,606
+5,989
|
|
||
37
Abbott
ABT
$146B
| $3.23M | 0.64% |
31,451
+5,491
|
|
||
38
Elanco Animal Health
ELAN
$10.9B
| $3.22M | 0.64% |
134,608
+12,838
|
|
||
39
Micron Technology
MU
$906B
| $3.21M | 0.64% |
9,510
-1,370
|
|
||
40
Ralph Lauren
RL
$20.1B
| $3.2M | 0.64% |
9,301
+1,445
|
|
||
41
Deckers Outdoor
DECK
$13.3B
| $3.11M | 0.62% |
31,098
+3,161
|
|
||
42
Merit Medical Systems
MMSI
$3.74B
| $3.11M | 0.62% |
45,143
+12,671
|
|
||
43
Applovin
APP
$152B
| $3.09M | 0.62% |
7,757
+3,556
|
|
||
44
Pultegroup
PHM
$21.5B
| $3.08M | 0.61% |
26,157
+2,175
|
|
||
45
Halozyme
HALO
$8.31B
| $3.01M | 0.6% |
+46,617
|
|
||
46
Toast
TOST
$13B
| $3.01M | 0.6% |
+113,473
|
|
||
47
Insulet
PODD
$10.3B
| $2.92M | 0.58% |
13,893
+4,151
|
|
||
48
Johnson & Johnson
JNJ
$555B
| $2.87M | 0.57% |
11,747
+305
|
|
||
49
CF Industries
CF
$19.3B
| $2.86M | 0.57% |
22,028
-3,948
|
|
||
50
Procter & Gamble
PG
$331B
| $2.83M | 0.56% |
19,593
+1,375
|
|