PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
This Quarter Return
+5.73%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$533M
AUM Growth
+$533M
(+334%)
Cap. Flow
+$405M
Cap. Flow
% of AUM
76.01%
Top 10 Holdings %
Top 10 Hldgs %
39.64%
Holding
295
New
206
Increased
49
Reduced
31
Closed
2
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$44.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$43.7M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$19.6M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$18.6M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$17.8M |
Top Sells
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$227K |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$221K |
| 3 |
Altria Group
MO
|
$214K |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$124K |
| 5 |
Shopify
SHOP
|
$99K |
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Healthcare | 2.47% |
| 3 | Financials | 2.21% |
| 4 | Energy | 1.87% |
| 5 | Communication Services | 1.61% |
