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
351
$1.98K ﹤0.01%
22
352
$1.97K ﹤0.01%
140
353
$1.97K ﹤0.01%
38
354
$1.88K ﹤0.01%
4
355
$1.87K ﹤0.01%
4
356
$1.86K ﹤0.01%
571
357
$1.78K ﹤0.01%
10
358
$1.72K ﹤0.01%
84
-5
359
$1.71K ﹤0.01%
43
360
$1.7K ﹤0.01%
630
361
$1.7K ﹤0.01%
70
362
$1.44K ﹤0.01%
22
363
$1.3K ﹤0.01%
48
+6
364
$1.29K ﹤0.01%
30
365
$1.28K ﹤0.01%
30
+5
366
$1.27K ﹤0.01%
2
367
$1.22K ﹤0.01%
+4
368
$1.13K ﹤0.01%
30
369
$1.06K ﹤0.01%
31
370
$993 ﹤0.01%
11
+1
371
$990 ﹤0.01%
500
372
$980 ﹤0.01%
+115
373
$957 ﹤0.01%
+6
374
$950 ﹤0.01%
1
375
$891 ﹤0.01%
300
13 14
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