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
$239M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$4.26M
3
+$1.99M
4
ARES icon
Ares Management
ARES
+$1.36M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$834K

Top Sells

1
+$623K
2
+$368K
3
+$301K
4
CVX icon
Chevron
CVX
+$286K
5
PG icon
Procter & Gamble
PG
+$269K

Sector Composition

1 Financials 23.39%
2 Technology 7.46%
3 Consumer Staples 3.94%
4 Healthcare 3.76%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
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