PPP

Private Portfolio Partners Portfolio holdings

AUM $544M
1-Year Est. Return 16.46%
This Quarter Est. Return
1 Year Est. Return
+16.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.94M
3 +$4.95M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.23%
2 Technology 3.97%
3 Communication Services 3.72%
4 Financials 3.38%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.48M 0.91%
+11,312
27
$1.46M 0.9%
+11,460
28
$1.46M 0.9%
+31,406
29
$1.42M 0.88%
+27,327
30
$1.41M 0.87%
+141,240
31
$1.35M 0.83%
+10,469
32
$1.32M 0.81%
+23,957
33
$1.3M 0.8%
+27,574
34
$1.29M 0.8%
+12,006
35
$1.28M 0.79%
+13,571
36
$1.28M 0.79%
+38,410
37
$1.24M 0.77%
+22,123
38
$1.22M 0.75%
+11,593
39
$1.19M 0.74%
+11,668
40
$1.17M 0.72%
+25,221
41
$1.14M 0.7%
+10,270
42
$1.13M 0.7%
+52,601
43
$1.13M 0.7%
+16,552
44
$1.13M 0.69%
+12,601
45
$1.08M 0.67%
+9,430
46
$1.06M 0.66%
+10,618
47
$1.05M 0.65%
+9,656
48
$1.04M 0.64%
+10,251
49
$1.04M 0.64%
+3,226
50
$1.01M 0.62%
+19,340