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
$198M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.01M
3
+$656K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$516K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$387K

Top Sells

1
+$289K
2
+$215K
3
+$133K
4
NSC icon
Norfolk Southern
NSC
+$124K
5
APD icon
Air Products & Chemicals
APD
+$98K

Sector Composition

1 Financials 25.01%
2 Technology 8.39%
3 Consumer Staples 5.5%
4 Healthcare 5.01%
5 Industrials 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.97K ﹤0.01%
100
302
$3.94K ﹤0.01%
54
303
$3.84K ﹤0.01%
150
304
$3.79K ﹤0.01%
14
305
$3.79K ﹤0.01%
30
306
$3.72K ﹤0.01%
22
+3
307
$3.69K ﹤0.01%
41
308
$3.68K ﹤0.01%
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309
$3.68K ﹤0.01%
+48
310
$3.66K ﹤0.01%
205
311
$3.62K ﹤0.01%
56
312
$3.6K ﹤0.01%
180
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$3.57K ﹤0.01%
120
314
$3.51K ﹤0.01%
42
315
$3.48K ﹤0.01%
14
316
$3.45K ﹤0.01%
150
317
$3.4K ﹤0.01%
58
+6
318
$3.38K ﹤0.01%
15
319
$3.17K ﹤0.01%
64
320
$3.11K ﹤0.01%
21
321
$3.1K ﹤0.01%
15
322
$3.04K ﹤0.01%
24
+2
323
$3.04K ﹤0.01%
76
+8
324
$2.97K ﹤0.01%
+15
325
$2.96K ﹤0.01%
16
11 12
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14 15