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
$436M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2M
3
+$1.75M
4
LIN icon
Linde
LIN
+$1.45M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.18M

Top Sells

1
+$5.95M
2
+$828K
3
+$659K
4
BA icon
Boeing
BA
+$524K
5
AGNC icon
AGNC Investment
AGNC
+$448K

Sector Composition

1 Technology 6.69%
2 Healthcare 2.69%
3 Financials 2.21%
4 Energy 2.06%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.37%
10,208
+55
52
$1.59M 0.37%
17,907
-246
53
$1.55M 0.36%
2,667
+48
54
$1.5M 0.35%
32,617
+47
55
$1.5M 0.34%
8,807
-77
56
$1.47M 0.34%
6,327
-119
57
$1.47M 0.34%
13,550
+6,924
58
$1.46M 0.33%
28,389
-2,480
59
$1.45M 0.33%
+3,532
60
$1.45M 0.33%
22,223
+6
61
$1.42M 0.33%
3,977
-118
62
$1.37M 0.31%
22,884
+1,200
63
$1.33M 0.31%
33,033
-475
64
$1.27M 0.29%
8,072
+95
65
$1.22M 0.28%
30,274
+14,648
66
$1.18M 0.27%
13,380
-243
67
$1.16M 0.27%
32,419
-1,052
68
$1.16M 0.27%
1,440
+5
69
$1.16M 0.27%
4,443
+211
70
$1.09M 0.25%
4,198
-2,012
71
$1.08M 0.25%
27,692
+3,268
72
$1.08M 0.25%
5,629
-110
73
$1.08M 0.25%
43,467
-270
74
$1.07M 0.25%
16,898
-634
75
$1.06M 0.24%
7,252
-222
1 2
3
4 5