PRP

Peak Retirement Planning Portfolio holdings

AUM $355M
1-Year Est. Return 13.43%
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$5.69M
3
+$3.21M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.8M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.67M

Top Sells

1
+$5.09M
2
+$3.53M
3
+$2.34M
4
DKS icon
Dick's Sporting Goods
DKS
+$1.04M
5
MCK icon
McKesson
MCK
+$919K

Sector Composition

1 Technology 8.15%
2 Healthcare 7.37%
3 Consumer Discretionary 4.68%
4 Consumer Staples 4.56%
5 Financials 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 14.22%
254,658
+87,686
2
$7.79M 4.32%
16,611
+3,314
3
$7.09M 3.93%
13,802
+1,084
4
$5.88M 3.26%
71,988
+5,448
5
$5.83M 3.24%
139,401
+27,510
6
$5.73M 3.18%
59,391
+7,769
7
$5.69M 3.15%
+66,146
8
$5.64M 3.13%
62,332
+9,203
9
$5.13M 2.85%
82,953
+45,283
10
$5.09M 2.82%
13,718
+4,026
11
$4.28M 2.37%
22,972
+5,715
12
$3.55M 1.97%
20,562
+2,693
13
$3.27M 1.82%
12,659
+10,343
14
$3.21M 1.78%
+43,678
15
$3.04M 1.69%
12,437
+1,685
16
$2.54M 1.41%
15,841
-434
17
$2.44M 1.35%
10,963
+487
18
$2.4M 1.33%
8,731
+2,076
19
$2.27M 1.26%
4,270
+618
20
$2.16M 1.2%
8,578
-2,110
21
$2.11M 1.17%
46,669
+11,460
22
$2.08M 1.16%
5,550
+1,084
23
$1.63M 0.9%
31,990
+6,344
24
$1.36M 0.76%
8,824
+1,144
25
$1.2M 0.66%
34,211
-5,892
1
2 3 4 5