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
$189M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.38M
3
+$898K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$700K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$642K

Top Sells

1
+$691K
2
+$435K
3
+$424K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$313K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$305K

Sector Composition

1 Technology 4.35%
2 Healthcare 4.02%
3 Communication Services 3.39%
4 Financials 3.26%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.9%
22,148
-2,329
27
$1.69M 0.89%
+26,205
28
$1.66M 0.88%
14,899
29
$1.64M 0.87%
32,456
+1,050
30
$1.64M 0.87%
31,677
+4,103
31
$1.61M 0.85%
141,840
+600
32
$1.56M 0.82%
10,759
-701
33
$1.52M 0.8%
24,959
+1,002
34
$1.48M 0.78%
14,200
+629
35
$1.46M 0.77%
10,432
-37
36
$1.43M 0.75%
11,565
+1,909
37
$1.38M 0.73%
17,014
+462
38
$1.35M 0.71%
22,776
+653
39
$1.3M 0.69%
10,007
+577
40
$1.29M 0.68%
54,397
+1,796
41
$1.27M 0.67%
12,981
+380
42
$1.27M 0.67%
3,332
+106
43
$1.27M 0.67%
26,532
-795
44
$1.26M 0.67%
11,763
-243
45
$1.21M 0.64%
10,265
+14
46
$1.2M 0.63%
22,164
-3,057
47
$1.15M 0.61%
9,343
-927
48
$1.15M 0.61%
10,168
-1,500
49
$1.14M 0.6%
7,422
+50
50
$1.11M 0.59%
98,994
+56,994
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