PRP

Peak Retirement Planning Portfolio holdings

AUM $501M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.38M
3
+$4.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.87M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$3M

Top Sells

1
+$7.48M
2
+$5.56M
3
+$1.55M
4
LNTH icon
Lantheus
LNTH
+$1.55M
5
OPCH icon
Option Care Health
OPCH
+$1.48M

Sector Composition

1 Healthcare 7.73%
2 Technology 7.1%
3 Communication Services 4.68%
4 Consumer Staples 4.56%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.85M 0.52%
42,184
+10,277
52
$1.85M 0.52%
+57,502
53
$1.84M 0.52%
27,875
+5,291
54
$1.83M 0.52%
7,479
+1,876
55
$1.82M 0.51%
12,977
+2,862
56
$1.82M 0.51%
20,258
+6,208
57
$1.79M 0.5%
22,404
+6,723
58
$1.79M 0.5%
35,453
+11,998
59
$1.77M 0.5%
+6,797
60
$1.76M 0.5%
36,405
+7,673
61
$1.76M 0.49%
14,118
+4,670
62
$1.73M 0.49%
9,271
+1,424
63
$1.72M 0.48%
6,357
+1,811
64
$1.71M 0.48%
52,416
+12,563
65
$1.7M 0.48%
15,309
+3,482
66
$1.67M 0.47%
91,447
+36,809
67
$1.65M 0.47%
+63,540
68
$1.63M 0.46%
15,915
+2,240
69
$1.6M 0.45%
14,311
+2,946
70
$1.57M 0.44%
+50,010
71
$1.55M 0.44%
7,162
+2,881
72
$1.42M 0.4%
6,461
+2,072
73
$1.12M 0.32%
+3,719
74
$1.08M 0.3%
1,802
+725
75
$986K 0.28%
13,432
+1,760
1 2
3
4 5