PRP
Peak Retirement Planning Portfolio holdings
AUM
$355M
1-Year Est. Return
13.43%
1 Year Est. Return
+13.43%
AUM
$355M
AUM Growth
+$107M
(+43%)
Holding
140
Top Buys
| 1 | +$10.4M | |
| 2 | +$7.59M | |
| 3 | +$4.45M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.07M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$3.02M |
Top Sells
| 1 | +$7.48M | |
| 2 | +$5.62M | |
| 3 | +$1.55M | |
| 4 |
Lantheus
LNTH
|
+$1.55M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Verizon
VZ
$168B
| $1.85M | 0.52% |
42,184
+10,277
|
|
||
52
Pinterest
PINS
$17.6B
| $1.85M | 0.52% |
+57,502
|
|
||
53
Altria Group
MO
$97.5B
| $1.84M | 0.52% |
27,875
+5,291
|
|
||
54
Cboe Global Markets
CBOE
$25.9B
| $1.83M | 0.52% |
7,479
+1,876
|
|
||
55
PepsiCo
PEP
$203B
| $1.82M | 0.51% |
12,977
+2,862
|
|
||
56
CF Industries
CF
$12.3B
| $1.82M | 0.51% |
20,258
+6,208
|
|
||
57
Colgate-Palmolive
CL
$63.2B
| $1.79M | 0.5% |
22,404
+6,723
|
|
||
58
General Mills
GIS
$25.5B
| $1.79M | 0.5% |
35,453
+11,998
|
|
||
59
Illinois Tool Works
ITW
$72.6B
| $1.77M | 0.5% |
+6,797
|
|
||
60
US Bancorp
USB
$84.2B
| $1.76M | 0.5% |
36,405
+7,673
|
|
||
61
Kimberly-Clark
KMB
$33.4B
| $1.76M | 0.49% |
14,118
+4,670
|
|
||
62
Hershey
HSY
$38.4B
| $1.73M | 0.49% |
9,271
+1,424
|
|
||
63
CME Group
CME
$97B
| $1.72M | 0.48% |
6,357
+1,811
|
|
||
64
VICI Properties
VICI
$29.6B
| $1.71M | 0.48% |
52,416
+12,563
|
|
||
65
Gilead Sciences
GILD
$154B
| $1.7M | 0.48% |
15,309
+3,482
|
|
||
66
Conagra Brands
CAG
$8.3B
| $1.67M | 0.47% |
91,447
+36,809
|
|
||
67
Kraft Heinz
KHC
$29B
| $1.65M | 0.47% |
+63,540
|
|
||
68
T. Rowe Price
TROW
$22.5B
| $1.63M | 0.46% |
15,915
+2,240
|
|
||
69
EOG Resources
EOG
$55.3B
| $1.6M | 0.45% |
14,311
+2,946
|
|
||
70
Comcast
CMCSA
$108B
| $1.57M | 0.44% |
+50,010
|
|
||
71
Vanguard Dividend Appreciation ETF
VIG
$101B
| $1.55M | 0.44% |
7,162
+2,881
|
|
||
72
Amazon
AMZN
$2.43T
| $1.42M | 0.4% |
6,461
+2,072
|
|
||
73
GE Aerospace
GE
$324B
| $1.12M | 0.32% |
+3,719
|
|
||
74
Invesco QQQ Trust
QQQ
$406B
| $1.08M | 0.3% |
1,802
+725
|
|
||
75
Vanguard Mid-Cap ETF
VO
$90.1B
| $986K | 0.28% |
3,358
+440
|
|