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
$359M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.24M
3
+$2.23M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.06M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$3.61M
2
+$1.06M
3
+$747K
4
IXN icon
iShares Global Tech ETF
IXN
+$658K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$586K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.89%
3 Financials 2.77%
4 Energy 2.32%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 0.95%
39,860
-118
27
$3.28M 0.91%
9,455
+173
28
$3.24M 0.9%
135,469
-4,220
29
$2.99M 0.83%
38,877
-200
30
$2.72M 0.76%
18,924
-246
31
$2.63M 0.73%
13,937
+576
32
$2.5M 0.7%
17,242
+118
33
$2.43M 0.68%
11,092
+530
34
$2.42M 0.67%
59,900
+1,443
35
$2.18M 0.61%
50,137
+2,672
36
$2.14M 0.6%
12,417
-868
37
$2.13M 0.59%
20,028
+988
38
$2.06M 0.57%
+38,966
39
$2.05M 0.57%
17,456
-1,027
40
$2.05M 0.57%
139,368
41
$2.04M 0.57%
11,484
+149
42
$1.89M 0.53%
29,661
+209
43
$1.81M 0.51%
10,713
+101
44
$1.81M 0.5%
25,315
+4,747
45
$1.76M 0.49%
39,841
+4,394
46
$1.74M 0.49%
11,366
-28
47
$1.66M 0.46%
16,297
+914
48
$1.61M 0.45%
17,396
-6,345
49
$1.56M 0.44%
14,360
+660
50
$1.56M 0.44%
7,926
+127
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