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
$203M
AUM Growth
+$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$2.51M
3
+$1.59M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.11M
5
VTV icon
Vanguard Value ETF
VTV
+$1.01M

Top Sells

1
+$9.53M
2
+$3.94M
3
+$733K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$395K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$300K

Sector Composition

1 Financials 23.99%
2 Technology 9.15%
3 Consumer Staples 5.03%
4 Healthcare 4.51%
5 Industrials 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.3K 0.01%
518
-53
227
$19.1K 0.01%
111
228
$18.7K 0.01%
686
+272
229
$18.7K 0.01%
325
+287
230
$18.6K 0.01%
2,021
+1,821
231
$18.5K 0.01%
244
+233
232
$18.2K 0.01%
243
-120
233
$17.9K 0.01%
399
+276
234
$17.4K 0.01%
60
235
$17.2K 0.01%
75
236
$16.1K 0.01%
208
-36
237
$16K 0.01%
420
238
$15.9K 0.01%
328
-56
239
$15.4K 0.01%
62
+5
240
$15.2K 0.01%
+60
241
$15.1K 0.01%
250
+20
242
$14.6K 0.01%
+23
243
$14.5K 0.01%
114
+1
244
$14.2K 0.01%
25
245
$14.1K 0.01%
415
246
$14K 0.01%
34
247
$13.5K 0.01%
49
248
$13.4K 0.01%
400
249
$13.2K 0.01%
124
+35
250
$13K 0.01%
61
+1
8 9
10
11 12