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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$3.81M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.48M
5
VTV icon
Vanguard Value ETF
VTV
+$841K

Top Sells

1
+$9.66M
2
+$3.44M
3
+$1.29M
4
BA icon
Boeing
BA
+$728K
5
V icon
Visa
V
+$576K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-5,154
277
– –
-10,099
278
– –
-4,914
8 9 10 11
12