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
251
$14.2K 0.01%
+479
252
$14.1K 0.01%
180
-28
253
$14.1K 0.01%
114
254
$13.9K 0.01%
277
-51
255
$13.3K 0.01%
25
256
$13.3K 0.01%
145
257
$13.1K 0.01%
116
258
$13.1K 0.01%
206
-38
259
$12.9K 0.01%
72
-47
260
$12.9K 0.01%
135
261
$12.7K 0.01%
82
262
$12.5K 0.01%
34
263
$12.1K 0.01%
183
-60
264
$11.4K ﹤0.01%
914
+250
265
$11.3K ﹤0.01%
610
+10
266
$11K ﹤0.01%
369
267
$10.8K ﹤0.01%
175
268
$10.8K ﹤0.01%
185
269
$10.7K ﹤0.01%
62
270
$10.6K ﹤0.01%
131
271
$10.2K ﹤0.01%
45
272
$10.1K ﹤0.01%
540
273
$10K ﹤0.01%
119
274
$9.76K ﹤0.01%
84
275
$9.76K ﹤0.01%
426
+84
9 10
11
12 13