PRP
Peak Retirement Planning Portfolio holdings
AUM
$355M
1-Year Est. Return
13.43%
1 Year Est. Return
+13.43%
AUM
$248M
AUM Growth
+$67.4M
(+37%)
Holding
125
Top Buys
| 1 | +$26.5M | |
| 2 | +$7.48M | |
| 3 | +$7.48M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.03M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.17M |
Top Sells
| 1 | +$8.57M | |
| 2 | +$5.57M | |
| 3 | +$5.48M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$5.16M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$2.73M |
Sector Composition
| 1 | Technology | 8.16% |
| 2 | Healthcare | 7.48% |
| 3 | Consumer Discretionary | 4.91% |
| 4 | Financials | 4.32% |
| 5 | Consumer Staples | 4.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Flex
FLEX
$23.8B
| $1.73M | 0.7% |
34,631
+4,513
|
|
||
27
Palo Alto Networks
PANW
$145B
| $1.66M | 0.67% |
8,128
+1,795
|
|
||
28
Monolithic Power Systems
MPWR
$46.7B
| $1.61M | 0.65% |
2,206
+369
|
|
||
29
D.R. Horton
DHI
$42.2B
| $1.57M | 0.63% |
12,185
+3,353
|
|
||
30
Tenet Healthcare
THC
$17.2B
| $1.57M | 0.63% |
8,922
+97
|
|
||
31
JPMorgan Chase
JPM
$865B
| $1.57M | 0.63% |
5,402
+1,506
|
|
||
32
Pultegroup
PHM
$23.2B
| $1.55M | 0.63% |
+14,719
|
|
||
33
Lithia Motors
LAD
$7.1B
| $1.55M | 0.63% |
4,584
+1,243
|
|
||
34
Lantheus
LNTH
$3.4B
| $1.55M | 0.62% |
18,874
+6,991
|
|
||
35
Charter Communications
CHTR
$28.2B
| $1.52M | 0.61% |
3,725
+632
|
|
||
36
Williams-Sonoma
WSM
$23.7B
| $1.52M | 0.61% |
9,304
+3,110
|
|
||
37
Neurocrine Biosciences
NBIX
$15.3B
| $1.49M | 0.6% |
11,893
+2,394
|
|
||
38
Option Care Health
OPCH
$4.35B
| $1.48M | 0.6% |
45,532
+11,321
|
|
||
39
Merit Medical Systems
MMSI
$5.16B
| $1.44M | 0.58% |
15,426
+4,371
|
|
||
40
Cisco
CSCO
$285B
| $1.44M | 0.58% |
20,771
+4,279
|
|
||
41
Insulet
PODD
$22.2B
| $1.44M | 0.58% |
4,585
+473
|
|
||
|
GAP
42
The Gap Inc
GAP
$8.91B
| $1.43M | 0.58% |
65,762
+16,354
|
|
||
43
Colgate-Palmolive
CL
$63B
| $1.43M | 0.58% |
15,681
+4,715
|
|
||
44
Zoom
ZM
$24.7B
| $1.42M | 0.57% |
18,168
+3,078
|
|
||
45
Deckers Outdoor
DECK
$11.8B
| $1.41M | 0.57% |
+13,640
|
|
||
46
Centene
CNC
$16.6B
| $1.39M | 0.56% |
+25,639
|
|
||
47
Johnson & Johnson
JNJ
$448B
| $1.38M | 0.56% |
9,045
+2,342
|
|
||
48
Verizon
VZ
$169B
| $1.38M | 0.56% |
31,907
+7,113
|
|
||
49
Applovin
APP
$227B
| $1.36M | 0.55% |
3,891
+383
|
|
||
50
Merck
MRK
$216B
| $1.36M | 0.55% |
17,197
+6,164
|
|