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
$436M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2M
3
+$1.75M
4
LIN icon
Linde
LIN
+$1.45M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.18M

Top Sells

1
+$5.95M
2
+$828K
3
+$659K
4
BA icon
Boeing
BA
+$524K
5
AGNC icon
AGNC Investment
AGNC
+$448K

Sector Composition

1 Technology 6.69%
2 Healthcare 2.69%
3 Financials 2.21%
4 Energy 2.06%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.88%
151,404
-5,052
27
$3.84M 0.88%
45,195
+13,938
28
$3.5M 0.8%
33,150
+741
29
$3.43M 0.79%
34,616
+9,661
30
$3.03M 0.7%
17,800
+110
31
$2.97M 0.68%
19,523
-195
32
$2.91M 0.67%
12,254
+79
33
$2.68M 0.62%
32,010
+2,062
34
$2.6M 0.6%
11,932
-31
35
$2.59M 0.59%
139,368
36
$2.52M 0.58%
5,267
+74
37
$2.47M 0.57%
49,940
+490
38
$2.35M 0.54%
42,470
+4,310
39
$2.28M 0.52%
15,281
+130
40
$2.25M 0.52%
19,187
-644
41
$2.12M 0.49%
4,389
+63
42
$2.02M 0.46%
43,767
+2,020
43
$1.95M 0.45%
30,625
+1,587
44
$1.93M 0.44%
14,134
-40
45
$1.89M 0.43%
16,901
-596
46
$1.79M 0.41%
9,299
+270
47
$1.74M 0.4%
16,033
+610
48
$1.73M 0.4%
12,395
+592
49
$1.65M 0.38%
10,638
+43
50
$1.61M 0.37%
14,012
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