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
$390M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.16M
3
+$1.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$971K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$952K

Top Sells

1
+$1.42M
2
+$445K
3
+$392K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$386K
5
T icon
AT&T
T
+$379K

Sector Composition

1 Technology 7.94%
2 Healthcare 3.47%
3 Financials 3.05%
4 Communication Services 2.31%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 0.81%
7,227
-674
27
$3.06M 0.78%
18,340
+720
28
$2.97M 0.76%
26,924
+1,194
29
$2.96M 0.76%
13,390
-250
30
$2.89M 0.74%
107,241
+8,451
31
$2.88M 0.74%
11,942
+361
32
$2.88M 0.74%
47,074
+8,353
33
$2.84M 0.73%
26,494
-682
34
$2.8M 0.72%
24,456
+705
35
$2.69M 0.69%
6,757
+51
36
$2.67M 0.68%
57,280
+62
37
$2.62M 0.67%
139,368
38
$2.56M 0.66%
50,889
+3,292
39
$2.39M 0.61%
38,371
+1,264
40
$2.31M 0.59%
18,808
-92
41
$2.26M 0.58%
75,466
+31,757
42
$2.13M 0.55%
27,945
+2,571
43
$2.06M 0.53%
17,522
+1,107
44
$2.04M 0.52%
8,001
+706
45
$2.01M 0.51%
13,860
+1,000
46
$1.94M 0.5%
4,235
-310
47
$1.88M 0.48%
10,982
+287
48
$1.84M 0.47%
11,646
-552
49
$1.83M 0.47%
13,687
+629
50
$1.81M 0.46%
37,677
+4,132
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2
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