PPA

Painted Porch Advisors Portfolio holdings

AUM $249M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
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
+$1.76M
2
+$1.71M
3
+$1.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
VTV icon
Vanguard Value ETF
VTV
+$936K

Top Sells

1
+$2.25M
2
+$271K
3
+$212K
4
LLY icon
Eli Lilly
LLY
+$202K
5
PG icon
Procter & Gamble
PG
+$137K

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
401
$32 ﹤0.01%
+2
402
$17 ﹤0.01%
+1
403
– –
0
13 14 15 16
17