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
276
$8.79K ﹤0.01%
45
277
$8.69K ﹤0.01%
126
278
$8.62K ﹤0.01%
+40
279
$8.52K ﹤0.01%
+154
280
$8.51K ﹤0.01%
144
-25
281
$8.44K ﹤0.01%
372
-330
282
$8.42K ﹤0.01%
+194
283
$8.12K ﹤0.01%
320
284
$8K ﹤0.01%
+48
285
$7.98K ﹤0.01%
+45
286
$7.88K ﹤0.01%
51
+5
287
$7.83K ﹤0.01%
+195
288
$7.75K ﹤0.01%
32
289
$7.69K ﹤0.01%
37
-19
290
$7.66K ﹤0.01%
127
+1
291
$7.44K ﹤0.01%
100
292
$7.39K ﹤0.01%
82
293
$7.31K ﹤0.01%
275
294
$7.31K ﹤0.01%
14
+13
295
$7.29K ﹤0.01%
+127
296
$7.18K ﹤0.01%
225
297
$7.16K ﹤0.01%
+32
298
$7.16K ﹤0.01%
264
299
$7.08K ﹤0.01%
+115
300
$7.03K ﹤0.01%
100
10 11
12
13 14