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
$390M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.16M
3
+$1.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$971K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$952K

Top Sells

1
+$1.42M
2
+$445K
3
+$392K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$386K
5
T icon
AT&T
T
+$379K

Sector Composition

1 Technology 7.94%
2 Healthcare 3.47%
3 Financials 3.05%
4 Communication Services 2.31%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.44%
7,661
+85
52
$1.67M 0.43%
7,775
+1,491
53
$1.58M 0.4%
33,284
+2,862
54
$1.57M 0.4%
39,794
-4,203
55
$1.56M 0.4%
14,529
-1,324
56
$1.54M 0.4%
11,402
+271
57
$1.5M 0.38%
8,605
+443
58
$1.49M 0.38%
10,820
-60
59
$1.47M 0.38%
7,782
+1,754
60
$1.44M 0.37%
12,407
+1,799
61
$1.42M 0.36%
17,075
+1
62
$1.4M 0.36%
44,446
+15,028
63
$1.4M 0.36%
2,966
-250
64
$1.38M 0.35%
11,978
+717
65
$1.35M 0.35%
8,031
+76
66
$1.34M 0.34%
45,660
+13,680
67
$1.3M 0.33%
24,973
+5,246
68
$1.28M 0.33%
4,273
+193
69
$1.27M 0.32%
68,103
-20,377
70
$1.22M 0.31%
15,141
+5,760
71
$1.22M 0.31%
60,126
+7,978
72
$1.2M 0.31%
5,518
+2,208
73
$1.16M 0.3%
2,805
+54
74
$1.16M 0.3%
16,025
+1,329
75
$1.14M 0.29%
19,370
+177
1 2
3
4 5