PRP

Peak Retirement Planning Portfolio holdings

AUM $427M
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$7.48M
3
+$7.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1
+$8.57M
2
+$5.57M
3
+$5.48M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.73M

Sector Composition

1 Technology 8.16%
2 Healthcare 7.48%
3 Consumer Discretionary 4.91%
4 Financials 4.32%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.55%
11,365
+3,575
52
$1.36M 0.55%
15,113
+4,648
53
$1.34M 0.54%
10,115
+3,375
54
$1.32M 0.53%
22,584
+4,569
55
$1.32M 0.53%
13,675
+4,034
56
$1.32M 0.53%
7,336
+1,485
57
$1.31M 0.53%
11,827
+2,866
58
$1.31M 0.53%
23,348
+5,629
59
$1.31M 0.53%
+30,672
60
$1.31M 0.53%
5,603
+887
61
$1.3M 0.53%
7,847
+2,029
62
$1.3M 0.52%
28,732
+7,944
63
$1.3M 0.52%
39,853
+9,566
64
$1.29M 0.52%
14,050
+1,779
65
$1.27M 0.51%
7,984
+1,522
66
$1.25M 0.51%
2,710
+496
67
$1.25M 0.51%
4,546
+672
68
$1.24M 0.5%
3,998
+1,040
69
$1.22M 0.49%
9,448
+2,436
70
$1.22M 0.49%
23,455
+7,098
71
$1.12M 0.45%
+54,638
72
$963K 0.39%
4,389
+1,477
73
$876K 0.35%
4,281
+1,032
74
$857K 0.35%
8,264
+113
75
$817K 0.33%
2,918
-9,741
1 2
3
4 5