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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.94M
3
+$4.95M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.23%
2 Technology 3.97%
3 Communication Services 3.72%
4 Financials 3.38%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.61%
+7,372
52
$966K 0.6%
+9,895
53
$940K 0.58%
+6,801
54
$865K 0.53%
+5,605
55
$844K 0.52%
+11,321
56
$835K 0.51%
+10,541
57
$827K 0.51%
+19,971
58
$785K 0.48%
+13,363
59
$742K 0.46%
+30,918
60
$728K 0.45%
+29,617
61
$718K 0.44%
+9,209
62
$701K 0.43%
+9,610
63
$700K 0.43%
+12,316
64
$692K 0.43%
+14,792
65
$681K 0.42%
+12,995
66
$662K 0.41%
+14,109
67
$650K 0.4%
+7,069
68
$644K 0.4%
+9,325
69
$640K 0.39%
+4,879
70
$639K 0.39%
+12,934
71
$612K 0.38%
+19,719
72
$610K 0.38%
+13,742
73
$600K 0.37%
+24,345
74
$594K 0.37%
+3,344
75
$585K 0.36%
+15,605
1 2
3
4 5