PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+6.7%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$390M
AUM Growth
+$40M
(+11%)
Cap. Flow
+$19M
Cap. Flow
% of AUM
4.86%
Top 10 Holdings %
Top 10 Hldgs %
33.38%
Holding
287
New
32
Increased
151
Reduced
65
Closed
12
Top Buys
| 1 |
Microsoft
MSFT
|
$2.09M |
| 2 |
Vanguard Value ETF
VTV
|
$1.16M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.05M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$971K |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
$952K |
Top Sells
Sector Composition
| 1 | Technology | 7.94% |
| 2 | Healthcare | 3.47% |
| 3 | Financials | 3.05% |
| 4 | Communication Services | 2.31% |
| 5 | Consumer Discretionary | 2.19% |
