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
376
$3.09K ﹤0.01%
16
377
$3.02K ﹤0.01%
+50
378
$3.01K ﹤0.01%
285
-6
379
$3.01K ﹤0.01%
+16
380
$3.01K ﹤0.01%
19
+3
381
$2.99K ﹤0.01%
+25
382
$2.95K ﹤0.01%
25
+5
383
$2.89K ﹤0.01%
121
384
$2.89K ﹤0.01%
50
385
$2.89K ﹤0.01%
22
-2
386
$2.88K ﹤0.01%
+145
387
$2.86K ﹤0.01%
20
+5
388
$2.82K ﹤0.01%
+4
389
$2.5K ﹤0.01%
66
390
$2.48K ﹤0.01%
+49
391
$2.48K ﹤0.01%
+50
392
$2.41K ﹤0.01%
87
393
$2.4K ﹤0.01%
+8
394
$2.38K ﹤0.01%
49
395
$2.32K ﹤0.01%
+31
396
$2.28K ﹤0.01%
46
+2
397
$2.27K ﹤0.01%
+5
398
$2.25K ﹤0.01%
48
399
$2.22K ﹤0.01%
60
400
$2.21K ﹤0.01%
54
+24
14 15
16
17 18