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
$177M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$1.75M
2
+$1.72M
3
+$1.69M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.65M
5
VTV icon
Vanguard Value ETF
VTV
+$940K

Top Sells

1
+$2.19M
2
+$306K
3
+$228K
4
LLY icon
Eli Lilly
LLY
+$228K
5
NFLX icon
Netflix
NFLX
+$142K

Sector Composition

1 Financials 24.84%
2 Technology 8.89%
3 Consumer Staples 5.46%
4 Healthcare 5.36%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$83K 0.05%
+588
102
$82.5K 0.05%
+97
103
$81.4K 0.05%
+7,157
104
$80.7K 0.05%
+415
105
$80.5K 0.05%
+168
106
$80.5K 0.05%
+1,490
107
$79.8K 0.05%
+788
108
$79.1K 0.04%
+622
109
$75.8K 0.04%
+290
110
$75.6K 0.04%
+519
111
$75.2K 0.04%
+453
112
$75.1K 0.04%
+550
113
$74.2K 0.04%
+2,381
114
$74.1K 0.04%
+952
115
$73.9K 0.04%
+460
116
$68.9K 0.04%
+1,380
117
$67.7K 0.04%
+1,047
118
$66.4K 0.04%
+1,344
119
$64.2K 0.04%
+144
120
$63.6K 0.04%
+400
121
$63.6K 0.04%
+750
122
$62.9K 0.04%
+214
123
$62.8K 0.04%
+3,268
124
$61.5K 0.03%
+123
125
$60.5K 0.03%
+2,552
3 4
5
6 7