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
$427M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$14M
3
+$10.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$9.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.4M

Top Sells

1
+$10.3M
2
+$4.94M
3
+$2.78M
4
CNC icon
Centene
CNC
+$2.58M
5
JBL icon
Jabil
JBL
+$2.28M

Sector Composition

1 Technology 8.38%
2 Healthcare 7.88%
3 Communication Services 4.64%
4 Consumer Staples 4.04%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
76
Vanguard Small-Cap ETF
VB
$68.8B
$1.49M 0.35%
5,782
+2,385
UPS icon
77
United Parcel Service
UPS
$80.5B
$1.34M 0.31%
+13,522
RSP icon
78
Invesco S&P 500 Equal Weight ETF
RSP
$82.6B
$1.32M 0.31%
6,903
+1,830
SPY icon
79
State Street SPDR S&P 500 ETF Trust
SPY
$638B
$1.28M 0.3%
1,884
+1,095
GE icon
80
GE Aerospace
GE
$295B
$1.17M 0.27%
3,812
+93
VYM icon
81
Vanguard High Dividend Yield ETF
VYM
$70.8B
$1.14M 0.27%
7,925
+5,059
AEP icon
82
American Electric Power
AEP
$70.7B
$960K 0.22%
8,325
-144
META icon
83
Meta Platforms (Facebook)
META
$1.33T
$932K 0.22%
1,411
+432
VGT icon
84
Vanguard Information Technology ETF
VGT
$103B
$926K 0.22%
1,228
-40
IVV icon
85
iShares Core S&P 500 ETF
IVV
$699B
$830K 0.19%
1,211
-27
XOM icon
86
Exxon Mobil
XOM
$712B
$815K 0.19%
6,774
+59
VV icon
87
Vanguard Large-Cap ETF
VV
$43.9B
$802K 0.19%
2,547
+1,139
VXUS icon
88
Vanguard Total International Stock ETF
VXUS
$130B
$788K 0.18%
+10,450
LLY icon
89
Eli Lilly
LLY
$785B
$691K 0.16%
643
+86
GEV icon
90
GE Vernova
GEV
$230B
$670K 0.16%
1,026
+74
BND icon
91
Vanguard Total Bond Market
BND
$150B
$667K 0.16%
9,001
+1,580
WFC icon
92
Wells Fargo
WFC
$237B
$643K 0.15%
6,895
-295
SLV icon
93
iShares Silver Trust
SLV
$35.9B
$639K 0.15%
+9,913
HD icon
94
Home Depot
HD
$320B
$634K 0.15%
1,843
+156
MTG icon
95
MGIC Investment
MTG
$5.53B
$633K 0.15%
+21,650
TSLA icon
96
Tesla
TSLA
$1.36T
$615K 0.14%
1,368
+273
XLY icon
97
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.1B
$611K 0.14%
5,119
-86,759
VTEB icon
98
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41B
$585K 0.14%
11,630
-3,738
ABBV icon
99
AbbVie
ABBV
$370B
$526K 0.12%
2,302
+278
MGK icon
100
Vanguard Mega Cap Growth ETF
MGK
$26.8B
$514K 0.12%
1,245
+399
2 3
4
5 6