PRP
Peak Retirement Planning Portfolio holdings
AUM
$355M
1-Year Est. Return
13.43%
1 Year Est. Return
+13.43%
AUM
$355M
AUM Growth
+$107M
(+43%)
Holding
140
Top Buys
| 1 | +$10.4M | |
| 2 | +$7.59M | |
| 3 | +$4.45M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$4.07M |
| 5 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$3.02M |
Top Sells
| 1 | +$7.48M | |
| 2 | +$5.62M | |
| 3 | +$1.55M | |
| 4 |
Lantheus
LNTH
|
+$1.55M |
| 5 |
Option Care Health
OPCH
|
+$1.48M |
Sector Composition
| 1 | Healthcare | 7.73% |
| 2 | Technology | 7.1% |
| 3 | Communication Services | 4.68% |
| 4 | Consumer Staples | 4.56% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Clear Channel Outdoor Holdings
CCO
$1.01B
| $19.9K | 0.01% |
12,614
-40
|
|
||
127
ConocoPhillips
COP
$114B
| – | – |
-15,113
|
|
||
128
Cisco
CSCO
$310B
| – | – |
-20,771
|
|
||
129
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
| – | – |
-1,744
|
|
||
130
iShares US Treasury Bond ETF
GOVT
$33.2B
| – | – |
-17,650
|
|
||
131
Lithia Motors
LAD
$8.34B
| – | – |
-4,584
|
|
||
132
Lockheed Martin
LMT
$110B
| – | – |
-2,710
|
|
||
|
133
Lantheus
LNTH
$4.37B
| – | – |
-18,874
|
|
||
134
MGIC Investment
MTG
$6.63B
| – | – |
-21,393
|
|
||
|
135
Option Care Health
OPCH
$5.16B
| – | – |
-45,532
|
|
||
136
Schwab International Equity ETF
SCHF
$53.3B
| – | – |
-10,594
|
|
||
137
State Street Health Care Select Sector SPDR ETF
XLV
$40.7B
| – | – |
-55,489
|
|
||
|
GAP
138
The Gap Inc
GAP
$10.4B
| – | – |
-65,762
|
|