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
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.01M
3
+$656K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$516K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$387K

Top Sells

1
+$289K
2
+$215K
3
+$133K
4
NSC icon
Norfolk Southern
NSC
+$124K
5
APD icon
Air Products & Chemicals
APD
+$98K

Sector Composition

1 Financials 25.01%
2 Technology 8.39%
3 Consumer Staples 5.5%
4 Healthcare 5.01%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13.2K 0.01%
60
+5
227
$13.1K 0.01%
34
-115
228
$12.8K 0.01%
1,213
229
$12.5K 0.01%
116
-35
230
$12.3K 0.01%
131
231
$11.9K 0.01%
400
232
$11.8K 0.01%
455
233
$11.7K 0.01%
414
+69
234
$11.6K 0.01%
226
+147
235
$11.5K 0.01%
+185
236
$11.5K 0.01%
248
+9
237
$11.2K 0.01%
+369
238
$10.9K 0.01%
169
+1
239
$10.9K 0.01%
228
+183
240
$10.6K 0.01%
135
+32
241
$10.4K 0.01%
+540
242
$10.2K 0.01%
119
243
$10.2K 0.01%
57
244
$10.1K 0.01%
+60
245
$10.1K 0.01%
+176
246
$10K 0.01%
75
247
$9.78K ﹤0.01%
342
248
$9.67K ﹤0.01%
122
249
$9.46K ﹤0.01%
+83
250
$9.22K ﹤0.01%
+45
8 9
10
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