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PPC

Park Place Capital Portfolio holdings

AUM $499M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
+8.85%
1 Year Est. Return
+14.38%
3 Year Est. Return
+49.65%
5 Year Est. Return
10 Year Est. Return
AUM
$355M
AUM Growth
Cap. Flow
+$353M
Cap. Flow %
99.45%
Top 10 Hldgs %
29.72%
Holding
1,030
New
1,030
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 8.79%
2 Technology 8.68%
3 Financials 8.35%
4 Consumer Staples 4.9%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ITOT icon
1
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$24.6M 6.94%
+290,606
New +$24.8M
BND icon
2
Vanguard Total Bond Market
BND
$158B
$24M 6.77%
+334,333
New +$23.9M
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$188B
$14.4M 4.07%
+102,882
New +$14.2M
BIL icon
4
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$9.8M 2.76%
+107,143
New +$9.8M
IVV icon
5
iShares Core S&P 500 ETF
IVV
$858B
$7.03M 1.98%
+18,293
New +$7.06M
MSFT icon
6
Microsoft
MSFT
$2.9T
$5.75M 1.62%
+23,969
New +$5.75M
RNST icon
7
Renasant Corp
RNST
$4.01B
$5.34M 1.51%
+142,137
New +$5.38M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$109B
$5.05M 1.42%
+53,313
New +$5.11M
VUG icon
9
Vanguard Morningstar Growth ETF
VUG
$212B
$4.78M 1.35%
+134,532
New +$4.95M
IVE icon
10
iShares S&P 500 Value ETF
IVE
$49.1B
$4.63M 1.3%
+31,897
New +$4.55M
MBB icon
11
iShares MBS ETF
MBB
$39.1B
$4.34M 1.22%
+46,780
New +$4.31M
SHY icon
12
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$4.27M 1.2%
+52,582
New +$4.27M
IWF icon
13
iShares Russell 1000 Growth ETF
IWF
$117B
$3.87M 1.09%
+72,288
New +$3.98M
IVW icon
14
iShares S&P 500 Growth ETF
IVW
$70.5B
$3.79M 1.07%
+64,878
New +$3.9M
AAPL icon
15
Apple
AAPL
$4.97T
$3.49M 0.98%
+26,852
New +$3.84M
IGIB icon
16
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$3.34M 0.94%
+67,421
New +$3.3M
VXUS icon
17
Vanguard Total International Stock ETF
VXUS
$151B
$3.31M 0.93%
+64,021
New +$3.2M
UNH icon
18
UnitedHealth
UNH
$382B
$3.12M 0.88%
+5,886
New +$3.12M
V icon
19
Visa
V
$677B
$3.08M 0.87%
+14,821
New +$2.99M
ABBV icon
20
AbbVie
ABBV
$465B
$2.98M 0.84%
+18,426
New +$2.83M
JPM icon
21
JPMorgan Chase
JPM
$916B
$2.91M 0.82%
+21,668
New +$2.75M
IEMG icon
22
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$2.84M 0.8%
+60,805
New +$2.77M
MKC icon
23
McCormick & Company Non-Voting
MKC
$14B
$2.84M 0.8%
+34,212
New +$2.76M
IDEV icon
24
iShares Core MSCI International Developed Markets ETF
IDEV
$31.1B
$2.8M 0.79%
+50,027
New +$2.69M
IJS icon
25
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$2.67M 0.75%
+29,292
New +$2.7M

Similar funds

Park Place Capital's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Park Place Capital, which disclosed 1,030 positions worth $355M. Its ten largest holdings account for 30% of the portfolio.

Its largest position is iShares Core S&P Total US Stock Market ETF: 290,606 shares worth $24.6M.

By sector, the portfolio is most concentrated in Healthcare at 8.8% of assets, followed by Technology and Financials.

  • Park Place Capital's largest Q4 2022 buy was iShares Core S&P Total US Stock Market ETF: 290,606 shares worth $24.6M.
  • Park Place Capital's ten largest holdings make up 30% of its $355M portfolio in Q4 2022.
  • Park Place Capital disclosed 1,030 positions in Q4 2022, its first 13F filing on record.

Based on Park Place Capital's 13F filing for Q4 2022, filed 14 Feb 2023.