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
$436M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2M
3
+$1.75M
4
LIN icon
Linde
LIN
+$1.45M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.18M

Top Sells

1
+$5.95M
2
+$828K
3
+$659K
4
BA icon
Boeing
BA
+$524K
5
AGNC icon
AGNC Investment
AGNC
+$448K

Sector Composition

1 Technology 6.69%
2 Healthcare 2.69%
3 Financials 2.21%
4 Energy 2.06%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$258K 0.06%
+1,810
227
$255K 0.06%
11,451
-680
228
$254K 0.06%
+1,783
229
$252K 0.06%
6,225
+149
230
$252K 0.06%
+654
231
$250K 0.06%
9,623
-86
232
$249K 0.06%
9,222
-595
233
$247K 0.06%
3,518
+22
234
$242K 0.06%
2,081
-47
235
$236K 0.05%
2,977
+18
236
$235K 0.05%
+965
237
$230K 0.05%
10,093
238
$226K 0.05%
8,844
-1,907
239
$226K 0.05%
+2,172
240
$225K 0.05%
2,911
-374
241
$222K 0.05%
8,341
-395
242
$220K 0.05%
+3,800
243
$215K 0.05%
+3,753
244
$211K 0.05%
6,068
+113
245
$210K 0.05%
+2,778
246
$210K 0.05%
+361
247
$207K 0.05%
5,849
+85
248
$205K 0.05%
+2,237
249
$203K 0.05%
+8,500
250
$201K 0.05%
+11,750
7 8 9
10
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