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
$247M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$932K
3
+$868K
4
VUG icon
Vanguard Growth ETF
VUG
+$781K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$715K

Top Sells

1
+$583K
2
+$494K
3
+$454K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$268K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.47%
3 Communication Services 3.22%
4 Consumer Discretionary 2.94%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.46%
19,887
-1,601
52
$1.07M 0.43%
14,840
+551
53
$1.07M 0.43%
6,562
-1,075
54
$1.05M 0.43%
14,380
-220
55
$1.05M 0.43%
29,536
+3,701
56
$1.05M 0.42%
6,272
+209
57
$1.04M 0.42%
6,967
-358
58
$1.02M 0.42%
23,302
+2,887
59
$1M 0.41%
16,617
+1,109
60
$983K 0.4%
10,207
+391
61
$976K 0.4%
5,513
+49
62
$945K 0.38%
8,099
+128
63
$940K 0.38%
62,772
-17,908
64
$917K 0.37%
7,761
-828
65
$865K 0.35%
9,875
+316
66
$864K 0.35%
7,091
+598
67
$853K 0.35%
4,005
+1,138
68
$852K 0.35%
35,403
-8,241
69
$850K 0.34%
9,838
-18
70
$849K 0.34%
10,753
-1,282
71
$836K 0.34%
11,328
+1,544
72
$815K 0.33%
21,103
+3,122
73
$792K 0.32%
32,878
+1,080
74
$788K 0.32%
2,839
+1
75
$787K 0.32%
6,345
+942
1 2
3
4 5