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
$359M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.24M
3
+$2.23M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.06M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$3.61M
2
+$1.06M
3
+$747K
4
IXN icon
iShares Global Tech ETF
IXN
+$658K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$586K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.89%
3 Financials 2.77%
4 Energy 2.32%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.43%
18,142
+944
52
$1.54M 0.43%
13,669
+990
53
$1.48M 0.41%
32,760
-170
54
$1.48M 0.41%
5,422
+1,035
55
$1.47M 0.41%
14,283
-138
56
$1.46M 0.41%
23,851
+2,192
57
$1.46M 0.41%
14,975
-118
58
$1.45M 0.4%
28,633
+254
59
$1.4M 0.39%
50,993
-1,814
60
$1.35M 0.38%
4,128
-153
61
$1.32M 0.37%
7,250
+134
62
$1.25M 0.35%
6,330
+326
63
$1.24M 0.35%
13,661
+573
64
$1.23M 0.34%
23,446
+13
65
$1.22M 0.34%
9,519
+954
66
$1.22M 0.34%
20,465
+6,848
67
$1.21M 0.34%
29,531
+7,787
68
$1.17M 0.33%
27,951
-421
69
$1.17M 0.33%
8,118
+132
70
$1.1M 0.31%
72,790
+24,280
71
$1.1M 0.31%
8,676
+48
72
$1.1M 0.31%
16,976
-38
73
$1.09M 0.31%
+19,753
74
$1.08M 0.3%
7,460
-369
75
$1.04M 0.29%
20,829
+2,852
1 2
3
4 5