PRP
Peak Retirement Planning Portfolio holdings
AUM
$427M
1-Year Est. Return
13.33%
This Fund
S&P 500
1 Year Est. Return
+13.33%
AUM
$427M
AUM Growth
+$72M
(+20%)
Holding
156
Top Buys
| 1 | +$23.1M | |
| 2 | +$14M | |
| 3 | +$10.5M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$9.73M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.4M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$4.94M | |
| 3 | +$2.78M | |
| 4 |
Centene
CNC
|
+$2.58M |
| 5 |
Jabil
JBL
|
+$2.28M |
Sector Composition
| 1 | Technology | 8.38% |
| 2 | Healthcare | 7.88% |
| 3 | Communication Services | 4.64% |
| 4 | Consumer Staples | 4.04% |
| 5 | Consumer Discretionary | 3.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Micron Technology
MU
$403B
| $3.11M | 0.73% |
+10,880
|
|
||
27
Deckers Outdoor
DECK
$13.4B
| $2.9M | 0.68% |
27,937
+9,594
|
|
||
28
Merit Medical Systems
MMSI
$4.08B
| $2.86M | 0.67% |
32,472
+8,494
|
|
||
29
Tenet Healthcare
THC
$16.7B
| $2.85M | 0.67% |
14,359
+2,538
|
|
||
30
Palo Alto Networks
PANW
$119B
| $2.85M | 0.67% |
15,486
+3,873
|
|
||
31
Chewy
CHWY
$10.9B
| $2.84M | 0.67% |
86,057
+33,453
|
|
||
32
Applovin
APP
$129B
| $2.83M | 0.66% |
4,201
-240
|
|
||
33
Charter Communications
CHTR
$27.3B
| $2.83M | 0.66% |
13,540
+5,513
|
|
||
34
Pultegroup
PHM
$22B
| $2.81M | 0.66% |
23,982
+7,377
|
|
||
35
Zoom
ZM
$22.9B
| $2.81M | 0.66% |
32,562
+6,265
|
|
||
36
Berkshire Hathaway Class B
BRK.B
$1.01T
| $2.8M | 0.66% |
5,576
-282
|
|
||
37
Neurocrine Biosciences
NBIX
$12.9B
| $2.78M | 0.65% |
19,617
+4,906
|
|
||
38
Ralph Lauren
RL
$19.8B
| $2.78M | 0.65% |
7,856
+1,001
|
|
||
39
Flex
FLEX
$23.8B
| $2.78M | 0.65% |
45,962
+5,553
|
|
||
40
Insulet
PODD
$14.7B
| $2.77M | 0.65% |
9,742
+3,362
|
|
||
41
Monolithic Power Systems
MPWR
$51.7B
| $2.76M | 0.65% |
3,041
+464
|
|
||
42
Elanco Animal Health
ELAN
$11.5B
| $2.76M | 0.65% |
+121,770
|
|
||
43
Pinterest
PINS
$11.4B
| $2.75M | 0.65% |
106,401
+48,899
|
|
||
44
Exelixis
EXEL
$10.8B
| $2.74M | 0.64% |
62,506
+6,031
|
|
||
45
United Therapeutics
UTHR
$22.9B
| $2.72M | 0.64% |
+5,581
|
|
||
46
Hims & Hers Health
HIMS
$4.42B
| $2.68M | 0.63% |
82,567
+32,471
|
|
||
47
Procter & Gamble
PG
$332B
| $2.61M | 0.61% |
18,218
+6,070
|
|
||
48
JPMorgan Chase
JPM
$763B
| $2.6M | 0.61% |
8,068
+577
|
|
||
49
Johnson & Johnson
JNJ
$579B
| $2.37M | 0.55% |
11,442
+130
|
|
||
50
PepsiCo
PEP
$209B
| $2.14M | 0.5% |
14,895
+1,918
|
|