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PA
PPM America Portfolio holdings
AUM
$16.6M
1-Year Est. Return
31.99%
This Fund
S&P 500
This Quarter
Est. Return
+13.04%
1 Year Est. Return
+31.99%
3 Year Est. Return
+45.95%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$15M
AUM Growth
+$3.66M
(+32%)
Cap. Flow
+$2.44M
Cap. Flow
% of AUM
16.32%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
11
New
3
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$1.56M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$595K |
| 3 |
iShares MBS ETF
MBB
|
+$351K |
Top Sells
| 1 |
DISH
DISH Network Corp.
DISH
|
+$64.6K |
Sector Composition
| 1 | Energy | 28.48% |
| 2 | Technology | 22.25% |
| 3 | Consumer Staples | 18.23% |
| 4 | Communication Services | 12.05% |
| 5 | Industrials | 2.16% |
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