PRP

Peak Retirement Planning Portfolio holdings

AUM $355M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$6.85M
3
+$6.76M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.27M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.51%
2 Healthcare 7.35%
3 Consumer Discretionary 5.18%
4 Financials 4.58%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$604K 0.41%
+2,752
77
$580K 0.39%
+5,390
78
$525K 0.35%
+10,467
79
$512K 0.35%
+21,593
80
$506K 0.34%
+2,586
81
$485K 0.33%
+779
82
$465K 0.31%
+789
83
$417K 0.28%
+1,544
84
$398K 0.27%
+12,091
85
$365K 0.25%
+1,480
86
$351K 0.24%
+693
87
$318K 0.21%
+3,430
88
$281K 0.19%
+4,003
89
$274K 0.19%
+1,542
90
$266K 0.18%
+3,338
91
$259K 0.18%
+1,136
92
$255K 0.17%
+2,766
93
$248K 0.17%
+637
94
$223K 0.15%
+288
95
$216K 0.15%
+4,471
96
$211K 0.14%
+1,269
1 2 3
4