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
126
$79.9K 0.04%
3,941
127
$77.6K 0.04%
1,039
+351
128
$72.9K 0.04%
1,524
+20
129
$70K 0.03%
2,438
+814
130
$69.2K 0.03%
315
+148
131
$69.2K 0.03%
415
+15
132
$67.9K 0.03%
3,668
-144
133
$67.1K 0.03%
+1,298
134
$66.8K 0.03%
132
-13
135
$66.8K 0.03%
124
+1
136
$66.2K 0.03%
2,905
+1,697
137
$65.1K 0.03%
2,516
138
$64.4K 0.03%
1,681
+420
139
$64.3K 0.03%
1,344
-435
140
$62.2K 0.03%
452
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141
$61.6K 0.03%
328
142
$61K 0.03%
661
+216
143
$58.9K 0.03%
443
+144
144
$58.6K 0.03%
+261
145
$58.6K 0.03%
426
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146
$57.8K 0.03%
154
-30
147
$57.4K 0.03%
775
148
$57.3K 0.03%
503
+192
149
$55K 0.03%
250
+80
150
$54.4K 0.03%
1,450
+760
4 5
6
7 8