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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 1%
150,546
+6,108
27
$3.31M 0.87%
36,173
+18,932
28
$3.24M 0.85%
12,154
-576
29
$2.99M 0.79%
16,659
-958
30
$2.82M 0.74%
51,774
+7,727
31
$2.79M 0.73%
38,714
+78
32
$2.72M 0.72%
17,901
-336
33
$2.34M 0.62%
12,262
-752
34
$2.32M 0.61%
19,238
+1,443
35
$2.3M 0.6%
26,240
-3,943
36
$2.29M 0.6%
55,319
-2,050
37
$2.09M 0.55%
5,437
+531
38
$2.08M 0.55%
139,368
39
$2.04M 0.54%
11,569
+427
40
$2M 0.53%
11,466
-823
41
$1.97M 0.52%
11,296
+319
42
$1.94M 0.51%
17,918
+456
43
$1.91M 0.5%
42,829
+2,380
44
$1.88M 0.49%
28,934
+508
45
$1.82M 0.48%
11,234
-182
46
$1.8M 0.47%
21,404
+1,422
47
$1.8M 0.47%
30,218
+3,111
48
$1.75M 0.46%
36,180
+2,240
49
$1.65M 0.44%
12,171
+1,381
50
$1.65M 0.44%
50,106
+1,746
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