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
$386M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.84M
3
+$1.74M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.14M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$2.72M
2
+$655K
3
+$446K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Sector Composition

1 Technology 6.37%
2 Healthcare 2.94%
3 Energy 2.55%
4 Financials 2.11%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$237K 0.06%
9,709
-114
227
$236K 0.06%
2,803
228
$231K 0.06%
1,551
+3
229
$227K 0.06%
+6,076
230
$226K 0.06%
3,496
-200
231
$225K 0.06%
4,371
-39
232
$223K 0.06%
5,764
+24
233
$222K 0.06%
2,128
-90
234
$221K 0.06%
1,973
+12
235
$221K 0.06%
1,652
+210
236
$219K 0.06%
1,690
237
$217K 0.06%
1,100
238
$215K 0.06%
10,093
239
$214K 0.06%
+8,736
240
$214K 0.06%
2,959
241
$209K 0.05%
2,381
-1,033
242
$201K 0.05%
+5,955
243
$159K 0.04%
+10,246
244
$128K 0.03%
+11,811
245
$107K 0.03%
+12,500
246
$107K 0.03%
+10,836
247
$105K 0.03%
+10,946
248
$89.7K 0.02%
+11,550
249
$84.2K 0.02%
+111,670
250
$62.5K 0.02%
+11,400
7 8 9
10
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