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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.94M
3
+$4.95M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.23%
2 Technology 3.97%
3 Communication Services 3.72%
4 Financials 3.38%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$581K 0.36%
+16,982
77
$557K 0.34%
+2,730
78
$542K 0.33%
+5,881
79
$532K 0.33%
+4,385
80
$526K 0.32%
+2,090
81
$508K 0.31%
+29,120
82
$499K 0.31%
+13,260
83
$488K 0.3%
+2,838
84
$475K 0.29%
+10,940
85
$472K 0.29%
+28,186
86
$472K 0.29%
+11,060
87
$470K 0.29%
+5,428
88
$469K 0.29%
+14,773
89
$461K 0.28%
+13,530
90
$456K 0.28%
+3,459
91
$449K 0.28%
+3,476
92
$438K 0.27%
+9,960
93
$419K 0.26%
+2,221
94
$418K 0.26%
+42,000
95
$414K 0.26%
+2,480
96
$412K 0.25%
+11,218
97
$408K 0.25%
+1,453
98
$408K 0.25%
+6,579
99
$406K 0.25%
+1,740
100
$400K 0.25%
+3,048
2 3
4
5 6