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
$405M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$2.9M
3
+$2.27M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.99M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.96M

Top Sells

1
+$1.39M
2
+$798K
3
+$751K
4
FTNT icon
Fortinet
FTNT
+$654K
5
XOM icon
Exxon Mobil
XOM
+$586K

Sector Composition

1 Technology 6.72%
2 Healthcare 3.79%
3 Financials 2.99%
4 Energy 2.17%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.73M 0.43%
12,679
+1,033
52
$1.73M 0.43%
15,383
+5,989
53
$1.68M 0.42%
17,198
-14,265
54
$1.67M 0.41%
35,447
-2,230
55
$1.6M 0.39%
52,807
+8,361
56
$1.57M 0.39%
20,568
+10,485
57
$1.55M 0.38%
23,433
+7,408
58
$1.55M 0.38%
4,387
+114
59
$1.54M 0.38%
15,093
+564
60
$1.53M 0.38%
7,116
-659
61
$1.51M 0.37%
+21,659
62
$1.48M 0.37%
28,372
-4,912
63
$1.45M 0.36%
28,379
+3,406
64
$1.43M 0.35%
39,367
-427
65
$1.42M 0.35%
13,088
+681
66
$1.37M 0.34%
8,628
+23
67
$1.34M 0.33%
48,398
-27,068
68
$1.33M 0.33%
6,004
+486
69
$1.33M 0.33%
17,014
-61
70
$1.32M 0.33%
48,510
+2,850
71
$1.3M 0.32%
7,829
-202
72
$1.22M 0.3%
7,986
+1,619
73
$1.19M 0.29%
66,425
-1,678
74
$1.17M 0.29%
8,565
+1,252
75
$1.16M 0.29%
61,241
+1,115
1 2
3
4 5