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
$248M
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$7.48M
3
+$7.48M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.17M

Top Sells

1
+$8.57M
2
+$5.57M
3
+$5.48M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$5.16M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.73M

Sector Composition

1 Technology 8.16%
2 Healthcare 7.48%
3 Consumer Discretionary 4.91%
4 Financials 4.32%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$727K 0.29%
14,824
+6,421
77
$704K 0.28%
1,134
+310
78
$691K 0.28%
1,041
+203
79
$667K 0.27%
6,185
+54
80
$626K 0.25%
2,643
-261
81
$596K 0.24%
21,393
-3,098
82
$594K 0.24%
1,077
-15,534
83
$557K 0.22%
3,066
+12
84
$540K 0.22%
6,746
+159
85
$427K 0.17%
548
+143
86
$419K 0.17%
12,158
+33
87
$406K 0.16%
+17,650
88
$404K 0.16%
547
+72
89
$400K 0.16%
1,404
-191
90
$370K 0.15%
+600
91
$367K 0.15%
4,400
+309
92
$362K 0.15%
3,826
+18
93
$358K 0.14%
6,832
+87
94
$354K 0.14%
4,377
-67,611
95
$345K 0.14%
2,586
+902
96
$344K 0.14%
+1,744
97
$343K 0.14%
1,545
-34
98
$330K 0.13%
1,776
+219
99
$318K 0.13%
+1,456
100
$314K 0.13%
+858
1 2 3
4
5