PRP

Peak Retirement Planning Portfolio holdings

AUM $355M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$6.85M
3
+$6.76M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.51%
2 Healthcare 7.35%
3 Consumer Discretionary 5.18%
4 Financials 4.58%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.83%
+25,646
27
$1.11M 0.75%
+11,232
28
$1.08M 0.73%
+10,747
29
$1.04M 0.7%
+4,521
30
$1.03M 0.7%
+7,630
31
$1.03M 0.69%
+40,103
32
$1.02M 0.69%
+3,750
33
$1.01M 0.68%
+5,454
34
$979K 0.66%
+6,797
35
$969K 0.66%
+2,982
36
$961K 0.65%
+11,772
37
$959K 0.65%
+24,225
38
$957K 0.65%
+18,286
39
$953K 0.64%
+14,168
40
$952K 0.64%
+5,611
41
$949K 0.64%
+1,595
42
$943K 0.64%
+4,070
43
$930K 0.63%
+5,117
44
$923K 0.62%
+15,579
45
$921K 0.62%
+13,638
46
$919K 0.62%
+1,668
47
$917K 0.62%
+10,238
48
$900K 0.61%
+18,831
49
$899K 0.61%
+8,564
50
$875K 0.59%
+9,051
1
2
3 4