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
351
$787 ﹤0.01%
+1
352
$768 ﹤0.01%
+10
353
$716 ﹤0.01%
+32
354
$662 ﹤0.01%
+22
355
$624 ﹤0.01%
+60
356
$611 ﹤0.01%
+10
357
$599 ﹤0.01%
+10
358
$590 ﹤0.01%
+1
359
$588 ﹤0.01%
+2
360
$576 ﹤0.01%
+14
361
$495 ﹤0.01%
+2
362
$495 ﹤0.01%
+2
363
$489 ﹤0.01%
+1
364
$488 ﹤0.01%
+5
365
$482 ﹤0.01%
+9
366
$460 ﹤0.01%
+12
367
$445 ﹤0.01%
+1
368
$383 ﹤0.01%
+1
369
$381 ﹤0.01%
+300
370
$380 ﹤0.01%
+21
371
$339 ﹤0.01%
+2
372
$337 ﹤0.01%
+40
373
$331 ﹤0.01%
+10
374
$317 ﹤0.01%
+2
375
$311 ﹤0.01%
+2
13 14
15
16 17