PRP

Peak Retirement Planning Portfolio holdings

AUM $427M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$7.48M
3
+$7.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1
+$8.57M
2
+$5.57M
3
+$5.48M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.16M
5
VO icon
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
$1.73M 0.7%
34,631
+4,513
27
$1.66M 0.67%
8,128
+1,795
28
$1.61M 0.65%
2,206
+369
29
$1.57M 0.63%
12,185
+3,353
30
$1.57M 0.63%
8,922
+97
31
$1.57M 0.63%
5,402
+1,506
32
$1.55M 0.63%
+14,719
33
$1.55M 0.63%
4,584
+1,243
34
$1.55M 0.62%
18,874
+6,991
35
$1.52M 0.61%
3,725
+632
36
$1.52M 0.61%
9,304
+3,110
37
$1.49M 0.6%
11,893
+2,394
38
$1.48M 0.6%
45,532
+11,321
39
$1.44M 0.58%
15,426
+4,371
40
$1.44M 0.58%
20,771
+4,279
41
$1.44M 0.58%
4,585
+473
42
$1.43M 0.58%
65,762
+16,354
43
$1.43M 0.58%
15,681
+4,715
44
$1.42M 0.57%
18,168
+3,078
45
$1.41M 0.57%
+13,640
46
$1.39M 0.56%
+25,639
47
$1.38M 0.56%
9,045
+2,342
48
$1.38M 0.56%
31,907
+7,113
49
$1.36M 0.55%
3,891
+383
50
$1.36M 0.55%
17,197
+6,164
1
2
3 4 5