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
$180M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$5.69M
3
+$3.21M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M

Top Sells

1
+$5.09M
2
+$3.53M
3
+$2.34M
4
DKS icon
Dick's Sporting Goods
DKS
+$1.04M
5
MCK icon
McKesson
MCK
+$919K

Sector Composition

1 Technology 8.15%
2 Healthcare 7.37%
3 Consumer Discretionary 4.68%
4 Consumer Staples 4.56%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.56%
+49,408
52
$1.02M 0.56%
7,483
+686
53
$1.02M 0.56%
16,492
+913
54
$1.01M 0.56%
6,740
+1,493
55
$1M 0.56%
8,961
-105
56
$1M 0.56%
17,719
-1,112
57
$999K 0.55%
7,790
+1,126
58
$997K 0.55%
7,012
+991
59
$997K 0.55%
2,958
+664
60
$996K 0.55%
30,118
+5,893
61
$995K 0.55%
5,818
+1,048
62
$990K 0.55%
11,033
+2,469
63
$990K 0.55%
5,851
-1,220
64
$989K 0.55%
2,214
+603
65
$988K 0.55%
30,287
+4,447
66
$981K 0.54%
3,341
+906
67
$979K 0.54%
6,194
+740
68
$978K 0.54%
16,357
+3,845
69
$959K 0.53%
12,271
+3,009
70
$956K 0.53%
3,896
-9,537
71
$943K 0.52%
15,566
+1,928
72
$930K 0.52%
3,508
+526
73
$891K 0.49%
8,151
+5,385
74
$886K 0.49%
9,641
-1,106
75
$878K 0.49%
+20,788
1 2
3
4 5