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
$345M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$855K
3
+$836K
4
IXG icon
iShares Global Financials ETF
IXG
+$819K
5
PYPL icon
PayPal
PYPL
+$736K

Top Sells

1
+$1.33M
2
+$459K
3
+$433K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$387K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$375K

Sector Composition

1 Technology 6.65%
2 Healthcare 3.04%
3 Communication Services 2.84%
4 Financials 2.72%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.02M 0.88%
17,580
-340
27
$2.88M 0.83%
26,682
-896
28
$2.86M 0.83%
25,475
+1,474
29
$2.73M 0.79%
13,582
+434
30
$2.59M 0.75%
22,925
+1,115
31
$2.55M 0.74%
11,462
-478
32
$2.53M 0.73%
37,907
-1,475
33
$2.47M 0.72%
39,219
-630
34
$2.42M 0.7%
139,368
35
$2.42M 0.7%
57,498
-1,183
36
$2.37M 0.69%
94,005
+16,218
37
$2.32M 0.67%
42,412
+2,807
38
$2.32M 0.67%
6,536
+230
39
$2.28M 0.66%
43,958
+7,392
40
$2.22M 0.64%
19,014
+193
41
$1.93M 0.56%
25,993
-824
42
$1.89M 0.55%
12,160
-600
43
$1.88M 0.54%
86,341
+13,260
44
$1.82M 0.53%
46,340
+884
45
$1.82M 0.53%
11,051
+325
46
$1.8M 0.52%
4,507
+42
47
$1.76M 0.51%
12,908
+230
48
$1.75M 0.51%
16,313
+777
49
$1.72M 0.5%
5,890
+2,525
50
$1.69M 0.49%
16,155
+927
1
2
3 4 5