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
$480M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.15M
3
+$921K
4
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$797K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$785K

Top Sells

1
+$1.1M
2
+$347K
3
+$327K
4
MO icon
Altria Group
MO
+$319K
5
SPH icon
Suburban Propane Partners
SPH
+$268K

Sector Composition

1 Technology 6.77%
2 Healthcare 2.66%
3 Financials 2.21%
4 Energy 2.1%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.36%
23,451
+1,228
52
$1.71M 0.36%
8,533
-274
53
$1.69M 0.35%
4,012
+35
54
$1.67M 0.35%
3,594
+62
55
$1.66M 0.35%
14,212
+200
56
$1.64M 0.34%
10,354
+146
57
$1.61M 0.34%
32,658
+41
58
$1.58M 0.33%
17,632
-275
59
$1.53M 0.32%
6,136
-191
60
$1.51M 0.31%
7,813
+3,615
61
$1.47M 0.31%
36,612
+6,338
62
$1.43M 0.3%
26,441
-1,948
63
$1.4M 0.29%
2,878
+57
64
$1.38M 0.29%
20,987
+4,089
65
$1.32M 0.28%
12,268
-1,282
66
$1.29M 0.27%
7,976
+724
67
$1.27M 0.26%
8,519
+447
68
$1.26M 0.26%
32,698
+279
69
$1.21M 0.25%
4,353
-90
70
$1.21M 0.25%
11,154
+825
71
$1.17M 0.24%
13,519
+139
72
$1.15M 0.24%
8,095
+1,130
73
$1.15M 0.24%
46,868
+3,401
74
$1.15M 0.24%
5,586
-43
75
$1.15M 0.24%
6,346
+108
1 2
3
4 5