PRP
Peak Retirement Planning Portfolio holdings
AUM
$355M
1-Year Est. Return
13.43%
1 Year Est. Return
+13.43%
AUM
$355M
AUM Growth
+$107M
(+43%)
Holding
140
Top Buys
| 1 | +$10.4M | |
| 2 | +$7.59M | |
| 3 | +$4.45M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.07M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$3.02M |
Top Sells
| 1 | +$7.48M | |
| 2 | +$5.62M | |
| 3 | +$1.55M | |
| 4 |
Lantheus
LNTH
|
+$1.55M |
| 5 |
Option Care Health
OPCH
|
+$1.48M |
Sector Composition
| 1 | Healthcare | 7.73% |
| 2 | Technology | 7.1% |
| 3 | Communication Services | 4.68% |
| 4 | Consumer Staples | 4.56% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Centene
CNC
$19.2B
| $2.58M | 0.73% |
72,201
+46,562
|
|
||
27
Tenet Healthcare
THC
$17.3B
| $2.4M | 0.68% |
11,821
+2,899
|
|
||
28
Monolithic Power Systems
MPWR
$44.9B
| $2.37M | 0.67% |
2,577
+371
|
|
||
29
Palo Alto Networks
PANW
$130B
| $2.36M | 0.67% |
11,613
+3,485
|
|
||
30
JPMorgan Chase
JPM
$864B
| $2.36M | 0.67% |
7,491
+2,089
|
|
||
31
Flex
FLEX
$23.8B
| $2.34M | 0.66% |
40,409
+5,778
|
|
||
32
Exelixis
EXEL
$11.9B
| $2.33M | 0.66% |
+56,475
|
|
||
33
Jabil
JBL
$24.2B
| $2.28M | 0.64% |
10,485
+1,834
|
|
||
34
Williams-Sonoma
WSM
$22.8B
| $2.27M | 0.64% |
11,619
+2,315
|
|
||
35
D.R. Horton
DHI
$42.8B
| $2.22M | 0.62% |
13,088
+903
|
|
||
36
Charter Communications
CHTR
$26.5B
| $2.21M | 0.62% |
8,027
+4,302
|
|
||
37
Pultegroup
PHM
$23.3B
| $2.19M | 0.62% |
16,605
+1,886
|
|
||
38
Zoom
ZM
$26.6B
| $2.17M | 0.61% |
26,297
+8,129
|
|
||
39
Ralph Lauren
RL
$22B
| $2.15M | 0.61% |
+6,855
|
|
||
40
Chewy
CHWY
$13.5B
| $2.13M | 0.6% |
52,604
+21,932
|
|
||
41
Johnson & Johnson
JNJ
$497B
| $2.1M | 0.59% |
11,312
+2,267
|
|
||
42
Neurocrine Biosciences
NBIX
$14.5B
| $2.07M | 0.58% |
14,711
+2,818
|
|
||
43
Merit Medical Systems
MMSI
$5.2B
| $2M | 0.56% |
23,978
+8,552
|
|
||
44
Insulet
PODD
$20.4B
| $1.97M | 0.55% |
6,380
+1,795
|
|
||
45
Snap-on
SNA
$18B
| $1.88M | 0.53% |
5,412
+1,414
|
|
||
46
Fox Class A
FOXA
$31.9B
| $1.87M | 0.53% |
29,708
+6,360
|
|
||
47
Procter & Gamble
PG
$338B
| $1.87M | 0.53% |
12,148
+4,164
|
|
||
48
Quest Diagnostics
DGX
$19.6B
| $1.86M | 0.52% |
9,775
+2,439
|
|
||
49
Merck
MRK
$251B
| $1.86M | 0.52% |
22,158
+4,961
|
|
||
50
Deckers Outdoor
DECK
$14.5B
| $1.86M | 0.52% |
18,343
+4,703
|
|