PRP
Peak Retirement Planning Portfolio holdings
AUM
$501M
1-Year Est. Return
14.34%
This Fund
S&P 500
1 Year Est. Return
+14.34%
AUM
$501M
AUM Growth
+$74.4M
(+17%)
Holding
166
Top Buys
| 1 | +$13.1M | |
| 2 | +$9.57M | |
| 3 | +$7.78M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$6.08M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.36M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$11.2M | |
| 3 | +$10.3M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.97M |
| 5 |
Palo Alto Networks
PANW
|
+$2.85M |
Sector Composition
| 1 | Healthcare | 9.06% |
| 2 | Technology | 7.87% |
| 3 | Consumer Staples | 3.82% |
| 4 | Consumer Discretionary | 3.69% |
| 5 | Communication Services | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tenet Healthcare
THC
$16.9B
| $2.73M | 0.54% |
14,472
+113
|
|
||
52
EOG Resources
EOG
$71.9B
| $2.68M | 0.53% |
18,503
-829
|
|
||
53
JPMorgan Chase
JPM
$805B
| $2.66M | 0.53% |
9,036
+968
|
|
||
54
Merck
MRK
$280B
| $2.6M | 0.52% |
21,599
+1,362
|
|
||
55
Verizon
VZ
$197B
| $2.51M | 0.5% |
49,907
-2,214
|
|
||
56
Berkshire Hathaway Class B
BRK.B
$1.05T
| $2.47M | 0.49% |
5,153
-423
|
|
||
57
PepsiCo
PEP
$204B
| $2.44M | 0.49% |
15,741
+846
|
|
||
58
Fox Class A
FOXA
$27.9B
| $2.4M | 0.48% |
41,103
+12,759
|
|
||
59
Altria Group
MO
$119B
| $2.39M | 0.48% |
36,196
-65
|
|
||
60
T. Rowe Price
TROW
$22.1B
| $2.32M | 0.46% |
25,700
+5,987
|
|
||
61
Gilead Sciences
GILD
$165B
| $2.31M | 0.46% |
16,590
-17
|
|
||
62
Snap-on
SNA
$19B
| $2.28M | 0.46% |
6,289
+482
|
|
||
63
Colgate-Palmolive
CL
$70.3B
| $2.28M | 0.45% |
26,762
-193
|
|
||
64
Vanguard Dividend Appreciation ETF
VIG
$106B
| $2.27M | 0.45% |
10,576
+1,325
|
|
||
65
CME Group
CME
$108B
| $2.27M | 0.45% |
7,691
+324
|
|
||
66
Illinois Tool Works
ITW
$72B
| $2.25M | 0.45% |
8,658
+351
|
|
||
67
Kraft Heinz
KHC
$27.5B
| $2.25M | 0.45% |
100,047
+17,079
|
|
||
68
Cboe Global Markets
CBOE
$38.4B
| $2.25M | 0.45% |
7,994
-11
|
|
||
69
Kimberly-Clark
KMB
$32.2B
| $2.23M | 0.45% |
23,138
+2,951
|
|
||
70
Accenture
ACN
$98B
| $2.2M | 0.44% |
11,091
+3,769
|
|
||
71
Comcast
CMCSA
$89.1B
| $2.19M | 0.44% |
76,279
+8,445
|
|
||
72
VICI Properties
VICI
$30.4B
| $2.15M | 0.43% |
78,857
+7,821
|
|
||
73
Avery Dennison
AVY
$12.1B
| $2.11M | 0.42% |
12,228
+1,474
|
|
||
74
Exxon Mobil
XOM
$628B
| $2.04M | 0.41% |
12,014
+5,240
|
|
||
75
A.O. Smith
AOS
$7.85B
| $2.03M | 0.4% |
+30,718
|
|