PRP

Peak Retirement Planning Portfolio holdings

AUM $355M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$6.85M
3
+$6.76M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.51%
2 Healthcare 7.35%
3 Consumer Discretionary 5.18%
4 Financials 4.58%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.59%
+2,435
52
$870K 0.59%
+2,525
53
$858K 0.58%
+6,255
54
$843K 0.57%
+3,632
55
$837K 0.57%
+9,066
56
$833K 0.56%
+5,748
57
$825K 0.56%
+7,071
58
$824K 0.56%
+6,664
59
$822K 0.56%
+6,701
60
$818K 0.55%
+15,639
61
$815K 0.55%
+4,168
62
$807K 0.55%
+4,770
63
$798K 0.54%
+12,512
64
$797K 0.54%
+5,247
65
$792K 0.54%
+8,720
66
$791K 0.53%
+9,262
67
$788K 0.53%
+6,021
68
$788K 0.53%
+1,611
69
$782K 0.53%
+2,294
70
$772K 0.52%
+19,298
71
$771K 0.52%
+6,120
72
$768K 0.52%
+12,851
73
$757K 0.51%
+20,150
74
$755K 0.51%
+25,840
75
$611K 0.41%
+2,316
1 2
3
4