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
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$743K
3
+$605K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$589K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$411K

Top Sells

1
+$515K
2
+$355K
3
+$272K
4
PYPL icon
PayPal
PYPL
+$256K
5
HAL icon
Halliburton
HAL
+$253K

Sector Composition

1 Technology 6.95%
2 Healthcare 2.92%
3 Energy 2.5%
4 Financials 2.14%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.61M 0.41%
9,276
+701
52
$1.59M 0.41%
19,645
-444
53
$1.57M 0.4%
14,212
-22
54
$1.51M 0.39%
33,421
+305
55
$1.47M 0.38%
29,213
+11,701
56
$1.46M 0.37%
10,830
-91
57
$1.41M 0.36%
6,398
-1,235
58
$1.41M 0.36%
11,768
-398
59
$1.38M 0.35%
4,050
-21
60
$1.35M 0.35%
22,154
+413
61
$1.33M 0.34%
7,445
+14
62
$1.31M 0.34%
22,134
-1,458
63
$1.28M 0.33%
8,777
-154
64
$1.22M 0.31%
11,003
-2,212
65
$1.17M 0.3%
14,031
-179
66
$1.14M 0.29%
2,435
+130
67
$1.14M 0.29%
23,149
-75
68
$1.13M 0.29%
1,441
-6
69
$1.13M 0.29%
7,414
-66
70
$1.12M 0.29%
30,231
-1,043
71
$1.11M 0.29%
32,672
+5,395
72
$1.09M 0.28%
14,902
-558
73
$1.01M 0.26%
5,686
+322
74
$945K 0.24%
14,443
+201
75
$908K 0.23%
17,046
-155
1 2
3
4 5