PRP

Peak Retirement Planning Portfolio holdings

AUM $501M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.38M
3
+$4.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.87M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3M

Top Sells

1
+$7.48M
2
+$5.56M
3
+$1.55M
4
LNTH icon
Lantheus
LNTH
+$1.55M
5
OPCH icon
Option Care Health
OPCH
+$1.48M

Sector Composition

1 Healthcare 7.73%
2 Technology 7.1%
3 Communication Services 4.68%
4 Consumer Staples 4.56%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.58M 0.73%
72,201
+46,562
27
$2.4M 0.68%
11,821
+2,899
28
$2.37M 0.67%
2,577
+371
29
$2.36M 0.67%
11,613
+3,485
30
$2.36M 0.67%
7,491
+2,089
31
$2.34M 0.66%
40,409
+5,778
32
$2.33M 0.66%
+56,475
33
$2.28M 0.64%
10,485
+1,834
34
$2.27M 0.64%
11,619
+2,315
35
$2.22M 0.62%
13,088
+903
36
$2.21M 0.62%
8,027
+4,302
37
$2.19M 0.62%
16,605
+1,886
38
$2.17M 0.61%
26,297
+8,129
39
$2.15M 0.61%
+6,855
40
$2.13M 0.6%
52,604
+21,932
41
$2.1M 0.59%
11,312
+2,267
42
$2.07M 0.58%
14,711
+2,818
43
$2M 0.56%
23,978
+8,552
44
$1.97M 0.55%
6,380
+1,795
45
$1.88M 0.53%
5,412
+1,414
46
$1.87M 0.53%
29,708
+6,360
47
$1.87M 0.53%
12,148
+4,164
48
$1.86M 0.52%
9,775
+2,439
49
$1.86M 0.52%
22,158
+4,961
50
$1.86M 0.52%
18,343
+4,703
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