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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$251K 0.07%
3,462
+14
227
$249K 0.07%
2,905
-100
228
$248K 0.07%
1,173
+5
229
$246K 0.06%
2,775
-150
230
$243K 0.06%
+722
231
$243K 0.06%
1,880
232
$242K 0.06%
731
-40
233
$241K 0.06%
1,138
-11
234
$239K 0.06%
4,551
-102
235
$239K 0.06%
4,308
-498
236
$239K 0.06%
2,118
-760
237
$234K 0.06%
2,249
-400
238
$234K 0.06%
3,108
+171
239
$232K 0.06%
1,747
-25
240
$226K 0.06%
6,368
241
$226K 0.06%
1,836
+128
242
$226K 0.06%
+4,509
243
$225K 0.06%
2,953
-150
244
$223K 0.06%
2,922
+3
245
$223K 0.06%
5,451
+422
246
$223K 0.06%
9,711
-403
247
$217K 0.06%
+1,305
248
$216K 0.06%
4,809
-2,068
249
$215K 0.06%
1,666
-379
250
$213K 0.06%
+9,807
8 9
10
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