PRP
Peak Retirement Planning Portfolio holdings
AUM
$148M
This Quarter Return
+1.37%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$16.8M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$6.85M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.76M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$5.27M |
| 5 |
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% |
