PRP
Peak Retirement Planning Portfolio holdings
AUM
$355M
1-Year Est. Return
13.43%
1 Year Est. Return
+13.43%
AUM
$248M
AUM Growth
+$67.4M
(+37%)
Holding
125
Top Buys
| 1 | +$26.5M | |
| 2 | +$7.48M | |
| 3 | +$7.48M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$6.03M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.17M |
Top Sells
| 1 | +$8.57M | |
| 2 | +$5.57M | |
| 3 | +$5.48M | |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$5.16M |
| 5 |
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
EOG Resources
EOG
$57.3B
| $1.36M | 0.55% |
11,365
+3,575
|
|
||
52
ConocoPhillips
COP
$107B
| $1.36M | 0.55% |
15,113
+4,648
|
|
||
53
PepsiCo
PEP
$194B
| $1.34M | 0.54% |
10,115
+3,375
|
|
||
54
Altria Group
MO
$96.5B
| $1.32M | 0.53% |
22,584
+4,569
|
|
||
55
T. Rowe Price
TROW
$22.5B
| $1.32M | 0.53% |
13,675
+4,034
|
|
||
56
Quest Diagnostics
DGX
$19.7B
| $1.32M | 0.53% |
7,336
+1,485
|
|
||
57
Gilead Sciences
GILD
$148B
| $1.31M | 0.53% |
11,827
+2,866
|
|
||
58
Fox Class A
FOXA
$29.7B
| $1.31M | 0.53% |
23,348
+5,629
|
|
||
59
Chewy
CHWY
$13.9B
| $1.31M | 0.53% |
+30,672
|
|
||
60
Cboe Global Markets
CBOE
$26.4B
| $1.31M | 0.53% |
5,603
+887
|
|
||
61
Hershey
HSY
$34B
| $1.3M | 0.53% |
7,847
+2,029
|
|
||
62
US Bancorp
USB
$74.1B
| $1.3M | 0.52% |
28,732
+7,944
|
|
||
63
VICI Properties
VICI
$32.3B
| $1.3M | 0.52% |
39,853
+9,566
|
|
||
64
CF Industries
CF
$12.9B
| $1.29M | 0.52% |
14,050
+1,779
|
|
||
65
Procter & Gamble
PG
$339B
| $1.27M | 0.51% |
7,984
+1,522
|
|
||
66
Lockheed Martin
LMT
$105B
| $1.25M | 0.51% |
2,710
+496
|
|
||
67
CME Group
CME
$98.3B
| $1.25M | 0.51% |
4,546
+672
|
|
||
68
Snap-on
SNA
$17.8B
| $1.24M | 0.5% |
3,998
+1,040
|
|
||
69
Kimberly-Clark
KMB
$33.8B
| $1.22M | 0.49% |
9,448
+2,436
|
|
||
70
General Mills
GIS
$24.8B
| $1.22M | 0.49% |
23,455
+7,098
|
|
||
71
Conagra Brands
CAG
$8.17B
| $1.12M | 0.45% |
+54,638
|
|
||
72
Amazon
AMZN
$2.67T
| $963K | 0.39% |
4,389
+1,477
|
|
||
73
Vanguard Dividend Appreciation ETF
VIG
$98.3B
| $876K | 0.35% |
4,281
+1,032
|
|
||
74
American Electric Power
AEP
$65.3B
| $857K | 0.35% |
8,264
+113
|
|
||
|
75
Vanguard Mid-Cap ETF
VO
$87.8B
| $817K | 0.33% |
2,918
-9,741
|
|