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
$247M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$932K
3
+$868K
4
VUG icon
Vanguard Growth ETF
VUG
+$781K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$715K

Top Sells

1
+$583K
2
+$494K
3
+$454K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$268K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.47%
3 Communication Services 3.22%
4 Consumer Discretionary 2.94%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$784K 0.32%
2,992
+51
77
$777K 0.31%
7,363
+93
78
$760K 0.31%
5,464
+415
79
$755K 0.31%
20,994
+653
80
$730K 0.3%
15,523
+79
81
$716K 0.29%
6,489
+1,606
82
$709K 0.29%
20,364
+11,566
83
$700K 0.28%
8,654
-220
84
$672K 0.27%
15,282
+606
85
$668K 0.27%
3,043
-39
86
$658K 0.27%
3,340
+53
87
$649K 0.26%
4,536
+291
88
$643K 0.26%
12,424
+537
89
$635K 0.26%
6,210
+250
90
$628K 0.25%
3,140
+78
91
$608K 0.25%
5,627
-204
92
$586K 0.24%
6,769
-1,712
93
$564K 0.23%
42,000
-48
94
$564K 0.23%
2,996
+779
95
$558K 0.23%
11,178
+1,194
96
$556K 0.23%
7,022
-96
97
$539K 0.22%
1,594
-92
98
$536K 0.22%
1,399
-25
99
$528K 0.21%
7,663
+1,344
100
$521K 0.21%
8,191
-31
2 3
4
5 6