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
$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
BOTZ icon
276
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
$9.64K ﹤0.01%
339
+114
SPYG icon
277
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$9.41K ﹤0.01%
117
+71
BABA icon
278
Alibaba
BABA
$405B
$9.39K ﹤0.01%
71
TSAT icon
279
Telesat
TSAT
$463M
$9.25K ﹤0.01%
+491
FNDX icon
280
Schwab Fundamental US Large Company Index ETF
FNDX
$21.1B
$8.99K ﹤0.01%
381
VXUS icon
281
Vanguard Total International Stock ETF
VXUS
$108B
$8.99K ﹤0.01%
145
+1
MU icon
282
Micron Technology
MU
$246B
$8.69K ﹤0.01%
+100
KD icon
283
Kyndryl
KD
$6.59B
$8.51K ﹤0.01%
271
SPLG icon
284
SPDR Portfolio S&P 500 ETF
SPLG
$90B
$8.29K ﹤0.01%
126
DFAE icon
285
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$8.29K ﹤0.01%
320
DLR icon
286
Digital Realty Trust
DLR
$61.5B
$8.06K ﹤0.01%
56
+11
SNOW icon
287
Snowflake
SNOW
$87.4B
$8.04K ﹤0.01%
55
+4
SCHB icon
288
Schwab US Broad Market ETF
SCHB
$37.9B
$8.01K ﹤0.01%
372
IVLU icon
289
iShares MSCI Intl Value Factor ETF
IVLU
$2.66B
$8K ﹤0.01%
264
DTH icon
290
WisdomTree International High Dividend Fund
DTH
$488M
$7.89K ﹤0.01%
+186
AMD icon
291
Advanced Micro Devices
AMD
$410B
$7.71K ﹤0.01%
75
-10
EMLC icon
292
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$3.8B
$7.69K ﹤0.01%
+322
BTC
293
Grayscale Bitcoin Mini Trust ETF
BTC
$4.83B
$7.3K ﹤0.01%
+200
KRE icon
294
SPDR S&P Regional Banking ETF
KRE
$3.97B
$7.27K ﹤0.01%
128
+1
DBA icon
295
Invesco DB Agriculture Fund
DBA
$788M
$7.24K ﹤0.01%
275
SN icon
296
SharkNinja
SN
$13.6B
$7.09K ﹤0.01%
+85
VDC icon
297
Vanguard Consumer Staples ETF
VDC
$7.4B
$6.88K ﹤0.01%
31
-30
EWJ icon
298
iShares MSCI Japan ETF
EWJ
$16B
$6.8K ﹤0.01%
99
BXP icon
299
Boston Properties
BXP
$11.7B
$6.72K ﹤0.01%
100
CRM icon
300
Salesforce
CRM
$243B
$6.71K ﹤0.01%
25
+10