PPA

Painted Porch Advisors Portfolio holdings

AUM $262M
1-Year Est. Return 12.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$3.94M
3
+$1.9M
4
ARES icon
Ares Management
ARES
+$1.15M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$862K

Top Sells

1
+$614K
2
+$344K
3
+$312K
4
CVX icon
Chevron
CVX
+$305K
5
PG icon
Procter & Gamble
PG
+$274K

Sector Composition

1 Financials 23.39%
2 Technology 7.46%
3 Consumer Staples 3.94%
4 Healthcare 3.76%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.3K 0.01%
420
+5
227
$19.2K 0.01%
+150
228
$19K 0.01%
216
229
$18.6K 0.01%
88
230
$18.5K 0.01%
194
+70
231
$18.4K 0.01%
108
+106
232
$18.4K 0.01%
312
-312
233
$18.2K 0.01%
250
234
$17.9K 0.01%
850
235
$17.3K 0.01%
60
236
$17.2K 0.01%
518
237
$17.1K 0.01%
490
+295
238
$17.1K 0.01%
420
239
$17.1K 0.01%
487
240
$17K 0.01%
407
+307
241
$16.9K 0.01%
205
242
$16.8K 0.01%
218
+96
243
$15.5K 0.01%
111
244
$15.4K 0.01%
75
245
$15.2K 0.01%
41
+7
246
$15.1K 0.01%
+91
247
$14.9K 0.01%
+350
248
$14.7K 0.01%
60
249
$14.3K 0.01%
350
-200
250
$14.3K 0.01%
400
8 9
10
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