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
$283M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$800K
3
+$669K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$417K

Top Sells

1
+$639K
2
+$599K
3
+$489K
4
EPD icon
Enterprise Products Partners
EPD
+$446K
5
IYG icon
iShares US Financial Services ETF
IYG
+$427K

Sector Composition

1 Technology 6.71%
2 Healthcare 3.24%
3 Communication Services 2.98%
4 Consumer Discretionary 2.64%
5 Financials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-28,250
227
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-2,805
228
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-12,187
229
– –
-5,803
230
– –
-6,853
231
– –
-2,095
232
– –
-1,270
233
– –
-560
6 7 8 9
10