PA
PPM America Portfolio holdings
AUM
$10M
1-Year Est. Return
31.73%
1 Year Est. Return
+31.73%
AUM
$10M
AUM Growth
-$3.97M
(-28%)
Holding
5
Top Buys
No buys this quarter
Sector Composition
| 1 | Energy | 44.9% |
| 2 | Technology | 41.64% |
| 3 | Communication Services | 13.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
MPLX
MPLX
$49.5B
| $4.49M | 44.9% |
87,200
|
|
||
|
SANG
2
Sangoma Technologies
SANG
$155M
| $4.17M | 41.64% |
688,523
|
|
||
3
Clear Channel Outdoor Holdings
CCO
$706M
| $826K | 8.25% |
705,613
|
|
||
4
iHeartMedia
IHRT
$405M
| $522K | 5.22% |
296,607
|
|
||
5
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
| – | – |
-132,472
|
|