PPA

Painted Porch Advisors Portfolio holdings

AUM $244M
1-Year Est. Return 15.12%
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.72M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M
5
VTV icon
Vanguard Value ETF
VTV
+$940K

Top Sells

1
+$2.19M
2
+$306K
3
+$228K
4
LLY icon
Eli Lilly
LLY
+$228K
5
NFLX icon
Netflix
NFLX
+$142K

Sector Composition

1 Financials 24.84%
2 Technology 8.89%
3 Consumer Staples 5.46%
4 Healthcare 5.36%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.34K ﹤0.01%
+32
227
$8.26K ﹤0.01%
+150
228
$8.15K ﹤0.01%
+75
229
$8.06K ﹤0.01%
+126
230
$7.91K ﹤0.01%
+158
231
$7.8K ﹤0.01%
+372
232
$7.71K ﹤0.01%
+103
233
$7.6K ﹤0.01%
+82
234
$7.52K ﹤0.01%
+165
235
$7.23K ﹤0.01%
+122
236
$6.94K ﹤0.01%
+225
237
$6.82K ﹤0.01%
+115
238
$6.71K ﹤0.01%
+500
239
$6.7K ﹤0.01%
+73
240
$6.66K ﹤0.01%
+98
241
$6.65K ﹤0.01%
+151
242
$6.54K ﹤0.01%
+275
243
$6.51K ﹤0.01%
+29
244
$6.5K ﹤0.01%
+229
245
$6.45K ﹤0.01%
+122
246
$6.41K ﹤0.01%
+58
247
$6.41K ﹤0.01%
+11
248
$6.21K ﹤0.01%
+46
249
$6.2K ﹤0.01%
+121
250
$6.15K ﹤0.01%
+125
8 9
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