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
$501M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.57M
3
+$7.78M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.36M

Top Sells

1
+$15.2M
2
+$11.2M
3
+$10.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.97M
5
PANW icon
Palo Alto Networks
PANW
+$2.85M

Sector Composition

1 Healthcare 9.06%
2 Technology 7.87%
3 Consumer Staples 3.82%
4 Consumer Discretionary 3.69%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GIS icon
76
General Mills
GIS
$17.9B
$2.01M 0.4%
53,905
+10,870
CAG icon
77
Conagra Brands
CAG
$6.74B
$2M 0.4%
127,275
+11,531
AMZN icon
78
Amazon
AMZN
$2.91T
$1.62M 0.32%
7,798
+925
SPY icon
79
State Street SPDR S&P 500 ETF Trust
SPY
$763B
$1.61M 0.32%
2,469
+585
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$87.2B
$1.54M 0.31%
8,026
+1,123
AEP icon
81
American Electric Power
AEP
$69.6B
$1.4M 0.28%
10,698
+2,373
UPS icon
82
United Parcel Service
UPS
$83.7B
$1.33M 0.27%
13,559
+37
GE icon
83
GE Aerospace
GE
$307B
$1.13M 0.23%
3,987
+175
VYM icon
84
Vanguard High Dividend Yield ETF
VYM
$76.7B
$1.12M 0.22%
7,530
-395
VTEB icon
85
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$978K 0.2%
19,604
+7,974
GEV icon
86
GE Vernova
GEV
$286B
$935K 0.19%
1,071
+45
IVV icon
87
iShares Core S&P 500 ETF
IVV
$827B
$912K 0.18%
1,396
+185
VXUS icon
88
Vanguard Total International Stock ETF
VXUS
$149B
$859K 0.17%
11,136
+686
VGT icon
89
Vanguard Information Technology ETF
VGT
$137B
$815K 0.16%
9,344
-480
TSLA icon
90
Tesla
TSLA
$1.67T
$796K 0.16%
2,141
+773
SLV icon
91
iShares Silver Trust
SLV
$42.4B
$762K 0.15%
11,177
+1,264
META icon
92
Meta Platforms (Facebook)
META
$1.57T
$738K 0.15%
1,289
-122
HD icon
93
Home Depot
HD
$301B
$646K 0.13%
1,964
+121
MTG icon
94
MGIC Investment
MTG
$5.45B
$564K 0.11%
21,482
-168
ABBV icon
95
AbbVie
ABBV
$368B
$524K 0.1%
2,408
+106
IEFA icon
96
iShares Core MSCI EAFE ETF
IEFA
$183B
$511K 0.1%
5,645
+1,162
VGIT icon
97
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.2B
$495K 0.1%
8,321
+2,069
VV icon
98
Vanguard Large-Cap ETF
VV
$52.2B
$495K 0.1%
1,655
-892
NFG icon
99
National Fuel Gas
NFG
$7.67B
$476K 0.09%
5,064
WFC icon
100
Wells Fargo
WFC
$225B
$472K 0.09%
5,931
-964
2 3
4
5 6