PPA
Painted Porch Advisors Portfolio holdings
AUM
$244M
1-Year Est. Return
15.12%
1 Year Est. Return
+15.12%
AUM
$239M
AUM Growth
+$36.2M
(+18%)
Holding
581
Top Buys
| 1 | +$25M | |
| 2 | +$3.94M | |
| 3 | +$1.9M | |
| 4 |
Ares Management
ARES
|
+$1.15M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$862K |
Top Sells
| 1 | +$614K | |
| 2 | +$344K | |
| 3 | +$312K | |
| 4 |
Chevron
CVX
|
+$305K |
| 5 |
Procter & Gamble
PG
|
+$274K |
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 in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.52B
| – | – |
-31
|
|
||
577
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-154
|
|
||
578
WEC Energy
WEC
$37.3B
| – | – |
-6
|
|
||
579
Watsco Inc
WSO
$14.7B
| – | – |
-4
|
|
||
580
Solventum
SOLV
$12.4B
| – | – |
-57
|
|
||
|
CNH
581
CNH Industrial
CNH
$13.5B
| – | – |
-52
|
|