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
276
$3.81K ﹤0.01%
+14
277
$3.73K ﹤0.01%
+56
278
$3.65K ﹤0.01%
+16
279
$3.59K ﹤0.01%
+81
280
$3.52K ﹤0.01%
+150
281
$3.48K ﹤0.01%
+60
282
$3.38K ﹤0.01%
+14
283
$3.38K ﹤0.01%
+41
284
$3.37K ﹤0.01%
+30
285
$3.34K ﹤0.01%
+120
286
$3.34K ﹤0.01%
+22
287
$3.27K ﹤0.01%
+104
288
$3.25K ﹤0.01%
+54
289
$3.24K ﹤0.01%
+205
290
$3.2K ﹤0.01%
+124
291
$3.2K ﹤0.01%
+150
292
$3.19K ﹤0.01%
+42
293
$3.1K ﹤0.01%
+15
294
$3.08K ﹤0.01%
+28
295
$2.92K ﹤0.01%
+15
296
$2.9K ﹤0.01%
+52
297
$2.9K ﹤0.01%
+19
298
$2.82K ﹤0.01%
+200
299
$2.65K ﹤0.01%
+21
300
$2.61K ﹤0.01%
+66
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