PRP
Peak Retirement Planning Portfolio holdings
AUM
$427M
1-Year Est. Return
13.33%
This Fund
S&P 500
1 Year Est. Return
+13.33%
AUM
$427M
AUM Growth
+$72M
(+20%)
Holding
156
Top Buys
| 1 | +$23.1M | |
| 2 | +$14M | |
| 3 | +$10.5M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$9.73M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$8.4M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$4.94M | |
| 3 | +$2.78M | |
| 4 |
Centene
CNC
|
+$2.58M |
| 5 |
Jabil
JBL
|
+$2.28M |
Sector Composition
| 1 | Technology | 8.38% |
| 2 | Healthcare | 7.88% |
| 3 | Communication Services | 4.64% |
| 4 | Consumer Staples | 4.04% |
| 5 | Consumer Discretionary | 3.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Core S&P Small-Cap ETF
IJR
$90.2B
| – | – |
-1,815
|
|
||
|
152
Jabil
JBL
$27.6B
| – | – |
-10,485
|
|
||
153
Schwab US Broad Market ETF
SCHB
$35.9B
| – | – |
-11,099
|
|
||
154
Williams-Sonoma
WSM
$20.9B
| – | – |
-11,619
|
|