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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.43%
14,743
-463
52
$1.59M 0.42%
16,840
-448
53
$1.57M 0.41%
18,592
+1,655
54
$1.56M 0.41%
7,631
-182
55
$1.55M 0.41%
33,958
+3,975
56
$1.54M 0.41%
30,429
+54
57
$1.49M 0.39%
24,497
-430
58
$1.45M 0.38%
14,107
-107
59
$1.39M 0.37%
4,500
-943
60
$1.36M 0.36%
35,019
-2,498
61
$1.33M 0.35%
7,639
+237
62
$1.3M 0.34%
4,082
+8
63
$1.28M 0.34%
32,610
+1,238
64
$1.28M 0.34%
1,956
-129
65
$1.28M 0.34%
9,513
-1,884
66
$1.27M 0.34%
27,237
-160
67
$1.22M 0.32%
13,799
-1,551
68
$1.2M 0.32%
27,336
-1,942
69
$1.2M 0.32%
14,528
+668
70
$1.16M 0.3%
27,200
+1,531
71
$1.15M 0.3%
7,599
-355
72
$1.13M 0.3%
16,827
-150
73
$1.08M 0.28%
8,652
-11
74
$1.08M 0.28%
7,097
+108
75
$1.04M 0.27%
9,846
-92,705
1 2
3
4 5