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
176
$24.9K 0.01%
+167
177
$24.6K 0.01%
+341
178
$24.3K 0.01%
+600
179
$24.1K 0.01%
+363
180
$23.1K 0.01%
+1,208
181
$22K 0.01%
+88
182
$21.9K 0.01%
+102
183
$21.8K 0.01%
+571
184
$20.8K 0.01%
+57
185
$19.2K 0.01%
+1,064
186
$18.8K 0.01%
+88
187
$18.6K 0.01%
+202
188
$18.1K 0.01%
20
-252
189
$17.8K 0.01%
+125
190
$17.7K 0.01%
+250
191
$17.4K 0.01%
+400
192
$17K 0.01%
+99
193
$16.9K 0.01%
+125
194
$16.7K 0.01%
+230
195
$16.4K 0.01%
+151
196
$16.1K 0.01%
+114
197
$15.2K 0.01%
+1,213
198
$15.2K 0.01%
+341
199
$15.1K 0.01%
+56
200
$14.2K 0.01%
+180
6 7
8
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