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
251
$12.6K 0.01%
+34
252
$12.3K 0.01%
116
253
$11.9K 0.01%
+145
254
$11.8K 0.01%
+600
255
$11.5K 0.01%
185
256
$11.5K 0.01%
+82
257
$11.3K 0.01%
226
258
$10.7K 0.01%
315
259
$10.7K 0.01%
175
+94
260
$10.7K 0.01%
+135
261
$10.6K 0.01%
+92
262
$10.3K 0.01%
85
263
$10.2K 0.01%
131
264
$10.2K 0.01%
369
265
$9.9K ﹤0.01%
122
266
$9.81K ﹤0.01%
+358
267
$9.58K ﹤0.01%
540
268
$9.57K ﹤0.01%
33
+29
269
$9.38K ﹤0.01%
271
270
$9.21K ﹤0.01%
119
271
$9.15K ﹤0.01%
84
+1
272
$9.15K ﹤0.01%
342
273
$9.13K ﹤0.01%
+113
274
$9.02K ﹤0.01%
381
275
$8.83K ﹤0.01%
664
+13
9 10
11
12 13