PPP

Private Portfolio Partners Portfolio holdings

AUM $544M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.13M
3
+$1.09M
4
VTV icon
Vanguard Value ETF
VTV
+$1.07M
5
ABT icon
Abbott
ABT
+$887K

Top Sells

1
+$455K
2
+$447K
3
+$365K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$360K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$325K

Sector Composition

1 Technology 5.29%
2 Healthcare 5.25%
3 Financials 5.21%
4 Communication Services 3.39%
5 Consumer Discretionary 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
+13,942
227
– –
-5,548
228
– –
-3,510
229
– –
-6,202
230
– –
-4,498
6 7 8 9
10