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
401
$2.19K ﹤0.01%
100
402
$2.18K ﹤0.01%
+94
403
$2.18K ﹤0.01%
+6
404
$2.16K ﹤0.01%
20
-2
405
$2.16K ﹤0.01%
41
-17
406
$2.13K ﹤0.01%
+35
407
$2.12K ﹤0.01%
89
+41
408
$2.11K ﹤0.01%
213
-1,000
409
$2.09K ﹤0.01%
10
410
$2.07K ﹤0.01%
20
411
$2.05K ﹤0.01%
45
412
$1.98K ﹤0.01%
45
-183
413
$1.97K ﹤0.01%
+10
414
$1.94K ﹤0.01%
12
415
$1.94K ﹤0.01%
150
-50
416
$1.9K ﹤0.01%
+4
417
$1.89K ﹤0.01%
22
418
$1.87K ﹤0.01%
630
419
$1.87K ﹤0.01%
25
-110
420
$1.86K ﹤0.01%
90
-50
421
$1.85K ﹤0.01%
+5
422
$1.83K ﹤0.01%
100
423
$1.77K ﹤0.01%
+40
424
$1.76K ﹤0.01%
15
+10
425
$1.7K ﹤0.01%
+1
15 16
17
18 19