PPP

Private Portfolio Partners Portfolio holdings

AUM $544M
1-Year Est. Return 16.46%
This Fund
S&P 500
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
+$1.61M
2
+$1.12M
3
+$1.06M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
MRK icon
Merck
MRK
+$841K

Top Sells

1
+$454K
2
+$444K
3
+$357K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$351K
5
DD icon
DuPont de Nemours
DD
+$345K

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