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
$345M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$969K
2
+$855K
3
+$836K
4
IXG icon
iShares Global Financials ETF
IXG
+$819K
5
PYPL icon
PayPal
PYPL
+$736K

Top Sells

1
+$1.33M
2
+$459K
3
+$433K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$387K
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$375K

Sector Composition

1 Technology 6.65%
2 Healthcare 3.04%
3 Communication Services 2.84%
4 Financials 2.72%
5 Consumer Discretionary 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.49%
7,113
+102
52
$1.6M 0.46%
10,950
+4,530
53
$1.59M 0.46%
13,060
-240
54
$1.56M 0.45%
34,500
+2,694
55
$1.53M 0.44%
6,686
+6
56
$1.53M 0.44%
14,121
+798
57
$1.38M 0.4%
24,678
+2,854
58
$1.35M 0.39%
17,073
+172
59
$1.35M 0.39%
28,296
+5,869
60
$1.3M 0.38%
6,254
+67
61
$1.29M 0.37%
8,122
-25
62
$1.26M 0.36%
10,887
+2,937
63
$1.24M 0.36%
7,044
+368
64
$1.22M 0.35%
36,732
-942
65
$1.22M 0.35%
4,996
-39
66
$1.19M 0.34%
8,027
-48
67
$1.18M 0.34%
24,611
+7,178
68
$1.18M 0.34%
11,185
+882
69
$1.13M 0.33%
9,000
+46
70
$1.13M 0.33%
9,994
+275
71
$1.12M 0.32%
4,023
+269
72
$1.11M 0.32%
37,155
+884
73
$1.11M 0.32%
30,297
-4,618
74
$1.04M 0.3%
13,726
+1,210
75
$1.02M 0.3%
10,014
+182
1 2
3
4 5