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
251
$5.88K ﹤0.01%
+89
252
$5.85K ﹤0.01%
+64
253
$5.53K ﹤0.01%
+85
254
$5.51K ﹤0.01%
+47
255
$5.48K ﹤0.01%
+85
256
$5.47K ﹤0.01%
+25
257
$5.44K ﹤0.01%
+62
258
$5.4K ﹤0.01%
+252
259
$5.3K ﹤0.01%
+60
260
$5.12K ﹤0.01%
+108
261
$5.11K ﹤0.01%
+71
262
$5.03K ﹤0.01%
+20
263
$4.98K ﹤0.01%
+50
264
$4.87K ﹤0.01%
+185
265
$4.83K ﹤0.01%
+48
266
$4.57K ﹤0.01%
+26
267
$4.55K ﹤0.01%
+98
268
$4.47K ﹤0.01%
+50
269
$4.47K ﹤0.01%
+20
270
$4.2K ﹤0.01%
+180
271
$4.16K ﹤0.01%
+27
272
$4.03K ﹤0.01%
+140
273
$4.01K ﹤0.01%
+64
274
$3.98K ﹤0.01%
+100
275
$3.96K ﹤0.01%
+79
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