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
176
$36.4K 0.02%
177
+10
177
$35.9K 0.02%
35
+34
178
$33.8K 0.02%
266
179
$33.8K 0.02%
119
+12
180
$33.7K 0.02%
+364
181
$33.6K 0.02%
102
+3
182
$33.5K 0.02%
+69
183
$32.8K 0.02%
137
-15
184
$32.5K 0.02%
67
185
$31.9K 0.02%
203
+89
186
$31.7K 0.02%
550
-500
187
$31.3K 0.02%
544
-38
188
$31.1K 0.02%
222
+97
189
$30.8K 0.02%
1,535
+3
190
$30.7K 0.02%
105
-59
191
$30.4K 0.02%
+639
192
$29.4K 0.01%
335
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193
$29.3K 0.01%
38
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194
$28K 0.01%
391
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195
$27.3K 0.01%
+153
196
$26.6K 0.01%
211
+195
197
$26.5K 0.01%
51
+1
198
$26.2K 0.01%
+425
199
$25.8K 0.01%
205
200
$25.7K 0.01%
300
-36
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8
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