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
$390M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.16M
3
+$1.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$971K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$952K

Top Sells

1
+$1.42M
2
+$445K
3
+$392K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$386K
5
T icon
AT&T
T
+$379K

Sector Composition

1 Technology 7.94%
2 Healthcare 3.47%
3 Financials 3.05%
4 Communication Services 2.31%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.07%
4,272
227
$274K 0.07%
9,133
228
$271K 0.07%
4,452
+754
229
$271K 0.07%
2,863
-2,318
230
$270K 0.07%
+978
231
$269K 0.07%
2,659
-54
232
$268K 0.07%
900
233
$267K 0.07%
4,950
-26,300
234
$266K 0.07%
2,589
-20
235
$262K 0.07%
1,880
236
$261K 0.07%
1,077
237
$258K 0.07%
4,766
+982
238
$256K 0.07%
16,150
-2,200
239
$256K 0.07%
4,806
-1,864
240
$252K 0.06%
1,603
-40
241
$250K 0.06%
4,786
+1
242
$247K 0.06%
934
-10
243
$244K 0.06%
+6,500
244
$242K 0.06%
+3,633
245
$242K 0.06%
1,586
-58
246
$239K 0.06%
1,784
+44
247
$236K 0.06%
6,553
+299
248
$230K 0.06%
2,933
+2
249
$225K 0.06%
+1,648
250
$224K 0.06%
1,831
+1
8 9
10
11 12