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
$386M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.84M
3
+$1.74M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.14M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$2.72M
2
+$655K
3
+$446K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Sector Composition

1 Technology 6.37%
2 Healthcare 2.94%
3 Energy 2.55%
4 Financials 2.11%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 0.9%
57,348
+1,393
27
$3.33M 0.86%
32,409
-26,431
28
$2.75M 0.71%
17,690
+327
29
$2.71M 0.7%
29,948
+995
30
$2.59M 0.67%
12,175
+20
31
$2.55M 0.66%
15,151
-1,003
32
$2.51M 0.65%
19,718
-122
33
$2.49M 0.64%
49,464
+20,251
34
$2.48M 0.64%
24,955
+6,928
35
$2.37M 0.61%
31,257
+1,125
36
$2.34M 0.61%
11,963
+82
37
$2.32M 0.6%
139,368
38
$2.23M 0.58%
5,193
+58
39
$2.15M 0.56%
49,450
-610
40
$2.13M 0.55%
19,831
-326
41
$1.91M 0.49%
41,747
-1,288
42
$1.9M 0.49%
38,160
+1,105
43
$1.82M 0.47%
14,174
+557
44
$1.81M 0.47%
17,497
+136
45
$1.79M 0.47%
4,326
+119
46
$1.79M 0.46%
30,869
-5,444
47
$1.72M 0.45%
29,038
+1,699
48
$1.58M 0.41%
10,153
-77
49
$1.58M 0.41%
10,595
-235
50
$1.54M 0.4%
11,803
+35
1
2
3 4 5