PRP
Peak Retirement Planning Portfolio holdings
AUM
$501M
1-Year Est. Return
14.34%
This Fund
S&P 500
1 Year Est. Return
+14.34%
AUM
$501M
AUM Growth
+$74.4M
(+17%)
Holding
166
Top Buys
| 1 | +$13.1M | |
| 2 | +$9.57M | |
| 3 | +$7.78M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$6.08M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$5.36M |
Top Sells
| 1 | +$15.2M | |
| 2 | +$11.2M | |
| 3 | +$10.3M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.97M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
151
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.4B
| $200K | 0.04% |
+2,044
|
|
||
152
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| – | – |
-8,309
|
|
||
153
Visa
V
$609B
| – | – |
-620
|
|
||
154
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| – | – |
-7,440
|
|
||
155
US Bancorp
USB
$81.9B
| – | – |
-38,008
|
|
||
156
Truist Financial
TFC
$58B
| – | – |
-5,034
|
|
||
|
SPPP
157
Sprott Physical Platinum and Palladium Trust
SPPP
$725M
| – | – |
-13,928
|
|
||
158
Pinterest
PINS
$10.8B
| – | – |
-106,401
|
|
||
|
159
Palo Alto Networks
PANW
$185B
| – | – |
-15,486
|
|
||
160
Medtronic
MDT
$97.8B
| – | – |
-2,186
|
|
||
161
iShares Russell 3000 ETF
IWV
$19.6B
| – | – |
-524
|
|
||
162
SPDR Gold MiniShares Trust
GLDM
$31.6B
| – | – |
-178,128
|
|
||
163
Charter Communications
CHTR
$17.6B
| – | – |
-13,540
|
|
||
164
Avantis US Equity ETF
AVUS
$12.6B
| – | – |
-1,865
|
|
||
165
Advanced Micro Devices
AMD
$726B
| – | – |
-1,031
|
|