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
$180M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$5.69M
3
+$3.21M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M

Top Sells

1
+$5.09M
2
+$3.53M
3
+$2.34M
4
DKS icon
Dick's Sporting Goods
DKS
+$1.04M
5
MCK icon
McKesson
MCK
+$919K

Sector Composition

1 Technology 8.15%
2 Healthcare 7.37%
3 Consumer Discretionary 4.68%
4 Consumer Staples 4.56%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.66%
+8,825
27
$1.17M 0.65%
11,055
+2,004
28
$1.16M 0.64%
10,721
+1,047
29
$1.16M 0.64%
11,883
+1,645
30
$1.14M 0.63%
3,093
+568
31
$1.12M 0.62%
24,794
+5,496
32
$1.12M 0.62%
8,832
+2,577
33
$1.11M 0.62%
15,090
+3,318
34
$1.11M 0.62%
6,703
+955
35
$1.1M 0.61%
10,463
+4,343
36
$1.1M 0.61%
+6,462
37
$1.1M 0.61%
10,465
-767
38
$1.09M 0.61%
22,699
+4,413
39
$1.08M 0.6%
18,015
+2,376
40
$1.08M 0.6%
6,333
+1,216
41
$1.08M 0.6%
4,112
+42
42
$1.07M 0.59%
4,716
+548
43
$1.07M 0.59%
1,837
+242
44
$1.05M 0.58%
9,499
+1,869
45
$1.05M 0.58%
6,272
+152
46
$1.05M 0.58%
18,478
+4,310
47
$1.03M 0.57%
6,353
+742
48
$1.03M 0.57%
3,874
+242
49
$1.03M 0.57%
10,966
+2,246
50
$1.02M 0.57%
15,101
+2,250
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