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
251
$9.14K ﹤0.01%
150
252
$9.11K ﹤0.01%
381
253
$8.95K ﹤0.01%
422
254
$8.77K ﹤0.01%
+320
255
$8.6K ﹤0.01%
158
256
$8.51K ﹤0.01%
126
257
$8.42K ﹤0.01%
165
258
$8.1K ﹤0.01%
82
259
$8.05K ﹤0.01%
+100
260
$7.96K ﹤0.01%
75
+4
261
$7.85K ﹤0.01%
32
262
$7.8K ﹤0.01%
100
+73
263
$7.8K ﹤0.01%
+264
264
$7.76K ﹤0.01%
123
+1
265
$7.75K ﹤0.01%
229
266
$7.33K ﹤0.01%
115
267
$7.3K ﹤0.01%
651
+151
268
$7.23K ﹤0.01%
225
269
$7.19K ﹤0.01%
151
270
$7.17K ﹤0.01%
275
271
$7.14K ﹤0.01%
126
+1
272
$7.13K ﹤0.01%
89
273
$6.98K ﹤0.01%
98
274
$6.6K ﹤0.01%
29
275
$6.52K ﹤0.01%
11
9 10
11
12 13