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
201
$14.1K 0.01%
+415
202
$13.8K 0.01%
+85
203
$13.7K 0.01%
+111
204
$13.7K 0.01%
+420
205
$13.4K 0.01%
+25
206
$13K 0.01%
+170
207
$12.7K 0.01%
+269
208
$12.7K 0.01%
+57
209
$12.6K 0.01%
+285
210
$12.5K 0.01%
+49
211
$12.4K 0.01%
+455
212
$11.4K 0.01%
+400
213
$11.3K 0.01%
+55
214
$11.1K 0.01%
+438
215
$10.5K 0.01%
+44
216
$10.5K 0.01%
+239
217
$10.2K 0.01%
+335
218
$10.2K 0.01%
+131
219
$10.2K 0.01%
+168
220
$9.89K 0.01%
+342
221
$9.34K 0.01%
+119
222
$9.17K 0.01%
+122
223
$8.94K 0.01%
+345
224
$8.51K ﹤0.01%
+381
225
$8.49K ﹤0.01%
+422
7 8
9
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