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
$386M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.84M
3
+$1.74M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.14M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$2.72M
2
+$655K
3
+$446K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Sector Composition

1 Technology 6.37%
2 Healthcare 2.94%
3 Energy 2.55%
4 Financials 2.11%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.39%
18,153
-484
52
$1.49M 0.39%
14,012
-200
53
$1.48M 0.38%
9,029
-247
54
$1.45M 0.38%
15,423
-1,429
55
$1.43M 0.37%
4,095
+45
56
$1.41M 0.37%
33,508
+87
57
$1.41M 0.36%
2,619
+184
58
$1.37M 0.35%
32,570
-10,644
59
$1.34M 0.35%
6,446
+48
60
$1.32M 0.34%
22,217
+63
61
$1.29M 0.33%
21,684
-450
62
$1.29M 0.33%
8,884
+107
63
$1.24M 0.32%
7,977
+532
64
$1.19M 0.31%
6,210
+2,844
65
$1.12M 0.29%
33,471
+799
66
$1.09M 0.28%
7,474
+60
67
$1.05M 0.27%
43,737
+31,391
68
$1.04M 0.27%
1,435
-6
69
$1.03M 0.27%
17,532
+3,089
70
$1.03M 0.27%
14,902
71
$1.03M 0.27%
13,623
-408
72
$1.01M 0.26%
23,992
+17,080
73
$1M 0.26%
9,084
-1,919
74
$989K 0.26%
20,780
-2,369
75
$984K 0.25%
5,739
+53
1 2
3
4 5