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
$247M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$932K
3
+$868K
4
VUG icon
Vanguard Growth ETF
VUG
+$781K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$715K

Top Sells

1
+$583K
2
+$494K
3
+$454K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$268K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.47%
3 Communication Services 3.22%
4 Consumer Discretionary 2.94%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.95%
39,041
+906
27
$2.33M 0.95%
7,585
+297
28
$2.22M 0.9%
61,177
+295
29
$2.2M 0.89%
10,146
-638
30
$2.15M 0.87%
28,156
+2,733
31
$1.93M 0.78%
11,346
+341
32
$1.86M 0.75%
20,685
+1,791
33
$1.85M 0.75%
139,368
-1,200
34
$1.74M 0.71%
11,137
+430
35
$1.68M 0.68%
78,217
+32,171
36
$1.66M 0.67%
5,985
-1,779
37
$1.62M 0.66%
23,130
+2,685
38
$1.56M 0.63%
28,473
+3,933
39
$1.56M 0.63%
19,127
+223
40
$1.53M 0.62%
10,270
+153
41
$1.5M 0.61%
27,480
+909
42
$1.45M 0.59%
42,103
+74
43
$1.39M 0.56%
23,377
+7,613
44
$1.28M 0.52%
35,239
+534
45
$1.28M 0.52%
4,119
+100
46
$1.21M 0.49%
11,518
+166
47
$1.21M 0.49%
17,771
-1,596
48
$1.19M 0.48%
18,688
+558
49
$1.19M 0.48%
6,723
-27
50
$1.15M 0.47%
62,583
+717
1
2
3 4 5