PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
This Quarter Return
-1.45%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$350M
AUM Growth
+$5.33M
(+1.5%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
32.91%
Holding
272
New
14
Increased
124
Reduced
87
Closed
17
Top Buys
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.58M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.58M |
| 3 |
S&P Global
SPGI
|
$1.37M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
$1M |
| 5 |
iShares Global Tech ETF
IXN
|
$727K |
Top Sells
Sector Composition
| 1 | Technology | 6.69% |
| 2 | Financials | 3.08% |
| 3 | Healthcare | 3.05% |
| 4 | Communication Services | 2.69% |
| 5 | Consumer Discretionary | 2.32% |
