PRP
Peak Retirement Planning Portfolio holdings
AUM
$427M
1-Year Est. Return
13.33%
This Fund
S&P 500
1 Year Est. Return
+13.33%
AUM
$427M
AUM Growth
+$72M
(+20%)
Holding
156
Top Buys
| 1 | +$23.1M | |
| 2 | +$14M | |
| 3 | +$10.5M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$9.73M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.4M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$4.94M | |
| 3 | +$2.78M | |
| 4 |
Centene
CNC
|
+$2.58M |
| 5 |
Jabil
JBL
|
+$2.28M |
Sector Composition
| 1 | Technology | 8.38% |
| 2 | Healthcare | 7.88% |
| 3 | Communication Services | 4.64% |
| 4 | Consumer Staples | 4.04% |
| 5 | Consumer Discretionary | 3.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Merck
MRK
$296B
| $2.13M | 0.5% |
20,237
-1,921
|
|
||
52
Colgate-Palmolive
CL
$67.6B
| $2.13M | 0.5% |
26,955
+4,551
|
|
||
53
Verizon
VZ
$212B
| $2.12M | 0.5% |
52,121
+9,937
|
|
||
54
Altria Group
MO
$111B
| $2.09M | 0.49% |
36,261
+8,386
|
|
||
55
Fox Class A
FOXA
$25.1B
| $2.07M | 0.48% |
28,344
-1,364
|
|
||
56
Illinois Tool Works
ITW
$74.6B
| $2.05M | 0.48% |
8,307
+1,510
|
|
||
57
Gilead Sciences
GILD
$167B
| $2.04M | 0.48% |
16,607
+1,298
|
|
||
58
Kimberly-Clark
KMB
$32.7B
| $2.04M | 0.48% |
20,187
+6,069
|
|
||
59
Vanguard Dividend Appreciation ETF
VIG
$97.1B
| $2.03M | 0.48% |
9,251
+2,089
|
|
||
60
EOG Resources
EOG
$80.2B
| $2.03M | 0.48% |
19,332
+5,021
|
|
||
61
US Bancorp
USB
$78.9B
| $2.03M | 0.47% |
38,008
+1,603
|
|
||
62
Comcast
CMCSA
$102B
| $2.03M | 0.47% |
67,834
+17,824
|
|
||
63
T. Rowe Price
TROW
$19.2B
| $2.02M | 0.47% |
19,713
+3,798
|
|
||
64
Kraft Heinz
KHC
$26.1B
| $2.01M | 0.47% |
82,968
+19,428
|
|
||
65
CME Group
CME
$107B
| $2.01M | 0.47% |
7,367
+1,010
|
|
||
66
Cboe Global Markets
CBOE
$28.6B
| $2.01M | 0.47% |
8,005
+526
|
|
||
67
CF Industries
CF
$21B
| $2.01M | 0.47% |
25,976
+5,718
|
|
||
68
Conagra Brands
CAG
$7.47B
| $2M | 0.47% |
115,744
+24,297
|
|
||
69
Snap-on
SNA
$18.7B
| $2M | 0.47% |
5,807
+395
|
|
||
70
General Mills
GIS
$19.5B
| $2M | 0.47% |
43,035
+7,582
|
|
||
71
VICI Properties
VICI
$28.4B
| $2M | 0.47% |
71,036
+18,620
|
|
||
72
Accenture
ACN
$118B
| $1.96M | 0.46% |
+7,322
|
|
||
73
Avery Dennison
AVY
$12.9B
| $1.96M | 0.46% |
+10,754
|
|
||
74
Amazon
AMZN
$2.14T
| $1.59M | 0.37% |
6,873
+412
|
|
||
75
Vanguard Mid-Cap ETF
VO
$89.9B
| $1.57M | 0.37% |
5,413
+2,055
|
|