PP
Postrock Partners Portfolio holdings
AUM
$209M
This Quarter Return
+0.43%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(-2.1%)
Cap. Flow
-$1.84M
Cap. Flow
% of AUM
-0.91%
Top 10 Holdings %
Top 10 Hldgs %
64.72%
Holding
86
New
2
Increased
10
Reduced
2
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$349K |
| 2 |
AT&T
T
|
$211K |
| 3 |
Cisco
CSCO
|
$205K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$114K |
| 5 |
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
|
$96.1K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.04M |
| 2 |
Exact Sciences
EXAS
|
$692K |
| 3 |
Edwards Lifesciences
EW
|
$380K |
| 4 |
West Pharmaceutical
WST
|
$253K |
| 5 |
Hubbell
HUBB
|
$236K |
Sector Composition
| 1 | Technology | 28.33% |
| 2 | Financials | 26.09% |
| 3 | Industrials | 11.39% |
| 4 | Consumer Discretionary | 9.9% |
| 5 | Communication Services | 5.94% |
