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
$480M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.15M
3
+$921K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$797K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$785K

Top Sells

1
+$1.1M
2
+$347K
3
+$327K
4
MO icon
Altria Group
MO
+$319K
5
SPH icon
Suburban Propane Partners
SPH
+$268K

Sector Composition

1 Technology 6.77%
2 Healthcare 2.66%
3 Financials 2.21%
4 Energy 2.1%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 0.88%
102,365
+5,396
27
$4.02M 0.84%
149,673
-1,731
28
$3.9M 0.81%
47,738
-236
29
$3.63M 0.76%
20,148
+625
30
$3.22M 0.67%
17,643
-157
31
$3.13M 0.65%
12,031
-223
32
$3.09M 0.65%
31,130
-3,486
33
$3.05M 0.64%
32,343
+333
34
$2.95M 0.62%
5,631
+1,242
35
$2.85M 0.59%
5,414
+147
36
$2.83M 0.59%
138,963
-405
37
$2.79M 0.58%
11,655
-277
38
$2.76M 0.58%
45,454
+2,984
39
$2.44M 0.51%
15,486
+205
40
$2.37M 0.49%
22,650
-10,500
41
$2.35M 0.49%
19,105
-82
42
$2.22M 0.46%
15,052
+918
43
$2.14M 0.45%
17,668
+767
44
$2.12M 0.44%
45,779
+2,012
45
$2.09M 0.43%
32,657
+2,032
46
$2.05M 0.43%
9,840
+541
47
$2.05M 0.43%
13,568
+1,173
48
$2.03M 0.42%
2,606
-61
49
$1.91M 0.4%
17,290
+1,257
50
$1.89M 0.39%
10,385
-253
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2
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