PPA

Painted Porch Advisors Portfolio holdings

AUM $262M
1-Year Est. Return 12.23%
This Quarter Est. Return
1 Year Est. Return
+12.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$964K
3 +$771K
4
VB icon
Vanguard Small-Cap ETF
VB
+$588K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$546K

Top Sells

1 +$710K
2 +$387K
3 +$360K
4
RYN icon
Rayonier
RYN
+$265K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183K

Sector Composition

1 Financials 20.22%
2 Technology 8.26%
3 Healthcare 3.42%
4 Consumer Staples 3.19%
5 Industrials 1.8%

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