PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+1.83%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$123M
AUM Growth
-$357M
(-74%)
Cap. Flow
-$358M
Cap. Flow
% of AUM
-291.61%
Top 10 Holdings %
Top 10 Hldgs %
50.46%
Holding
284
New
6
Increased
44
Reduced
29
Closed
195
Top Buys
Top Sells
| 1 |
Vanguard Value ETF
VTV
|
$39.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$38.4M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$18.5M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$17.6M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$15.1M |
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Energy | 4.18% |
| 3 | Communication Services | 3.41% |
| 4 | Financials | 1.71% |
| 5 | Healthcare | 1.51% |
