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
351
$3.91K ﹤0.01%
21
352
$3.9K ﹤0.01%
14
353
$3.9K ﹤0.01%
14
354
$3.81K ﹤0.01%
+87
355
$3.77K ﹤0.01%
57
-22
356
$3.76K ﹤0.01%
11
+9
357
$3.69K ﹤0.01%
+195
358
$3.69K ﹤0.01%
60
-16
359
$3.69K ﹤0.01%
41
360
$3.63K ﹤0.01%
22
361
$3.54K ﹤0.01%
+63
362
$3.48K ﹤0.01%
27
363
$3.4K ﹤0.01%
16
364
$3.39K ﹤0.01%
48
365
$3.36K ﹤0.01%
180
366
$3.32K ﹤0.01%
+10
367
$3.31K ﹤0.01%
120
368
$3.27K ﹤0.01%
100
-270
369
$3.24K ﹤0.01%
+10
370
$3.18K ﹤0.01%
150
371
$3.17K ﹤0.01%
30
372
$3.16K ﹤0.01%
+12
373
$3.13K ﹤0.01%
+108
374
$3.09K ﹤0.01%
+14
375
$3.09K ﹤0.01%
+90
13 14
15
16 17