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
$345M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$855K
3
+$836K
4
IXG icon
iShares Global Financials ETF
IXG
+$819K
5
PYPL icon
PayPal
PYPL
+$736K

Top Sells

1
+$1.33M
2
+$459K
3
+$433K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$387K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$375K

Sector Composition

1 Technology 6.65%
2 Healthcare 3.04%
3 Communication Services 2.84%
4 Financials 2.72%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.07%
+6,495
227
$253K 0.07%
+8,113
228
$247K 0.07%
490
-30
229
$239K 0.07%
900
-9
230
$234K 0.07%
3,784
+1,006
231
$234K 0.07%
+1,915
232
$233K 0.07%
2,519
+25
233
$233K 0.07%
+1,700
234
$230K 0.07%
6,594
-424
235
$229K 0.07%
+2,063
236
$228K 0.07%
2,928
+1
237
$225K 0.07%
3,217
-50
238
$225K 0.07%
+1,354
239
$223K 0.06%
+3,320
240
$222K 0.06%
+3,713
241
$219K 0.06%
3,650
242
$215K 0.06%
+885
243
$214K 0.06%
+2,150
244
$214K 0.06%
4,695
+123
245
$213K 0.06%
3,726
246
$210K 0.06%
2,179
-112
247
$210K 0.06%
+1,523
248
$207K 0.06%
+5,625
249
$207K 0.06%
+1,880
250
$205K 0.06%
866
-4
7 8 9
10
11