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
$180M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$5.69M
3
+$3.21M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M

Top Sells

1
+$5.09M
2
+$3.53M
3
+$2.34M
4
DKS icon
Dick's Sporting Goods
DKS
+$1.04M
5
MCK icon
McKesson
MCK
+$919K

Sector Composition

1 Technology 8.15%
2 Healthcare 7.37%
3 Consumer Discretionary 4.68%
4 Consumer Staples 4.56%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$729K 0.4%
6,131
+741
77
$644K 0.36%
2,904
-15,932
78
$630K 0.35%
3,249
+663
79
$607K 0.34%
24,491
+2,898
80
$554K 0.31%
2,912
+160
81
$529K 0.29%
3,054
-696
82
$473K 0.26%
+6,587
83
$463K 0.26%
824
+35
84
$455K 0.25%
838
+59
85
$445K 0.25%
849
+156
86
$417K 0.23%
8,403
-2,064
87
$410K 0.23%
1,595
+51
88
$378K 0.21%
12,125
+34
89
$368K 0.2%
1,579
+99
90
$351K 0.19%
3,808
+378
91
$346K 0.19%
+1,565
92
$336K 0.19%
6,745
-102,223
93
$334K 0.19%
405
+117
94
$326K 0.18%
1,557
+15
95
$309K 0.17%
4,091
+88
96
$309K 0.17%
+2,326
97
$287K 0.16%
5,758
+1,287
98
$274K 0.15%
+475
99
$272K 0.15%
+2,958
100
$241K 0.13%
+968
1 2 3
4
5