PPP

Private Portfolio Partners Portfolio holdings

AUM $544M
1-Year Est. Return 16.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$2.48M
3
+$2.24M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.2M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.06M

Top Sells

1
+$3.68M
2
+$1.06M
3
+$774K
4
IXN icon
iShares Global Tech ETF
IXN
+$658K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$631K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.89%
3 Financials 2.77%
4 Energy 2.32%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
16,908
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