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PRP

Peak Retirement Planning Portfolio holdings

AUM $501M
1-Year Est. Return 14.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$501M
AUM Growth
+$74.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$9.57M
3
+$7.78M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$6.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.36M

Top Sells

1
+$15.2M
2
+$11.2M
3
+$10.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.97M
5
PANW icon
Palo Alto Networks
PANW
+$2.85M

Sector Composition

1 Healthcare 9.06%
2 Technology 7.87%
3 Consumer Staples 3.82%
4 Consumer Discretionary 3.69%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LOW icon
126
Lowe's Companies
LOW
$128B
$298K 0.06%
1,259
-386
AXP icon
127
American Express
AXP
$240B
$290K 0.06%
958
+74
SUSL icon
128
iShares ESG MSCI USA Leaders ETF
SUSL
$1.16B
$290K 0.06%
+2,549
PCAR icon
129
PACCAR
PCAR
$62.9B
$282K 0.06%
2,443
+72
SPYM
130
State Street SPDR Portfolio S&P 500 ETF
SPYM
$155B
$281K 0.06%
3,676
-17
ORCL icon
131
Oracle
ORCL
$404B
$278K 0.06%
1,890
+251
FDX icon
132
FedEx
FDX
$74.7B
$264K 0.05%
741
+21
UNH icon
133
UnitedHealth
UNH
$386B
$250K 0.05%
925
+19
MCD icon
134
McDonald's
MCD
$199B
$248K 0.05%
799
+80
XVV icon
135
iShares ESG Screened S&P 500 ETF
XVV
$644M
$242K 0.05%
+4,910
NOC icon
136
Northrop Grumman
NOC
$78B
$241K 0.05%
+354
VRT icon
137
Vertiv
VRT
$115B
$239K 0.05%
+953
IUSG icon
138
iShares Core S&P US Growth ETF
IUSG
$31.6B
$239K 0.05%
+1,538
PYLD icon
139
PIMCO Multi Sector Bond Active ETF
PYLD
$14.5B
$238K 0.05%
9,071
-516
VTEC icon
140
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.66B
$232K 0.05%
+2,337
SHYG icon
141
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$231K 0.05%
5,467
-50
DGRO icon
142
iShares Core Dividend Growth ETF
DGRO
$42.1B
$226K 0.05%
3,218
-969
TSM icon
143
TSMC
TSM
$2.25T
$221K 0.04%
+654
DUK icon
144
Duke Energy
DUK
$101B
$220K 0.04%
+1,680
MS icon
145
Morgan Stanley
MS
$337B
$214K 0.04%
+1,298
PM icon
146
Philip Morris
PM
$284B
$212K 0.04%
+1,283
BNDX icon
147
Vanguard Total International Bond ETF
BNDX
$82B
$207K 0.04%
+4,307
RTX icon
148
RTX Corp
RTX
$268B
$203K 0.04%
+1,054
PFF icon
149
iShares Preferred and Income Securities ETF
PFF
$13.1B
$203K 0.04%
6,687
+34
COST icon
150
Costco
COST
$422B
$201K 0.04%
+202
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