PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Est. Return
16.46%
1 Year Est. Return
+16.46%
AUM
$544M
AUM Growth
+$10.4M
(+2%)
Holding
303
Top Buys
| 1 | +$1.63M | |
| 2 | +$865K | |
| 3 | +$801K | |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$669K |
| 5 |
Merck
MRK
|
+$576K |
Top Sells
| 1 | +$1.37M | |
| 2 | +$380K | |
| 3 | +$314K | |
| 4 |
First Trust Dow Jones Global Select Dividend Index Fund
FGD
|
+$256K |
| 5 |
CVS Health
CVS
|
+$225K |
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Financials | 2.51% |
| 3 | Healthcare | 2.46% |
| 4 | Energy | 1.76% |
| 5 | Communication Services | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
301
CVS Health
CVS
$103B
| – | – |
-3,581
|
|
||
|
302
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$886M
| – | – |
-10,495
|
|
||
303
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.17B
| – | – |
-4,106
|
|