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
426
$1.7K ﹤0.01%
4
427
$1.69K ﹤0.01%
+10
428
$1.65K ﹤0.01%
+10
429
$1.65K ﹤0.01%
630
430
$1.65K ﹤0.01%
43
431
$1.58K ﹤0.01%
+5
432
$1.53K ﹤0.01%
+12
433
$1.37K ﹤0.01%
+14
434
$1.36K ﹤0.01%
69
-15
435
$1.29K ﹤0.01%
2
436
$1.27K ﹤0.01%
+10
437
$1.26K ﹤0.01%
30
+11
438
$1.22K ﹤0.01%
6
439
$1.2K ﹤0.01%
30
440
$1.19K ﹤0.01%
2
441
$1.16K ﹤0.01%
+10
442
$1.15K ﹤0.01%
+20
443
$1.14K ﹤0.01%
+5
444
$1.14K ﹤0.01%
+4
445
$1.1K ﹤0.01%
+5
446
$1.07K ﹤0.01%
+5
447
$1.06K ﹤0.01%
+28
448
$1K ﹤0.01%
2
-2
449
$994 ﹤0.01%
30
450
$974 ﹤0.01%
+20
16 17
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