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
$123M
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$365K
3
+$308K
4
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$278K
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$233K

Top Sells

1
+$39.4M
2
+$38.4M
3
+$18.5M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$17.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$15.1M

Sector Composition

1 Technology 6.03%
2 Energy 4.18%
3 Communication Services 3.41%
4 Financials 1.71%
5 Healthcare 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.97%
48,841
+1,973
27
$1.17M 0.95%
25,707
-21
28
$1.15M 0.94%
20,438
+178
29
$1.14M 0.93%
26,462
+1,066
30
$1.14M 0.93%
21,235
-263
31
$1.09M 0.89%
8,882
+61
32
$1.08M 0.88%
27,911
+168
33
$1.07M 0.87%
6,498
+927
34
$1.02M 0.83%
24,820
-825
35
$936K 0.76%
14,728
+606
36
$936K 0.76%
9,644
+2,405
37
$928K 0.76%
21,639
+1,405
38
$889K 0.72%
15,267
+581
39
$829K 0.67%
13,909
-5,191
40
$815K 0.66%
14,888
+3
41
$734K 0.6%
5,773
+37
42
$610K 0.5%
9,231
+1,475
43
$587K 0.48%
17,287
-7,745
44
$574K 0.47%
50,372
-6,800
45
$573K 0.47%
11,791
+4,500
46
$568K 0.46%
21,380
-389
47
$559K 0.45%
7,595
-695
48
$534K 0.43%
9,702
+293
49
$528K 0.43%
12,835
-1,362
50
$510K 0.42%
25,681
+50
1
2
3 4 5