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
$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
D.R. Horton
DHI
$39.9B
| – | – |
-13,088
|
|
||
152
Quest Diagnostics
DGX
$21.1B
| – | – |
-9,775
|
|
||
|
153
Centene
CNC
$29B
| – | – |
-72,201
|
|
||
154
Clear Channel Outdoor Holdings
CCO
$1.22B
| – | – |
-12,614
|
|