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
$390M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.16M
3
+$1.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$971K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$952K

Top Sells

1
+$1.42M
2
+$445K
3
+$392K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$386K
5
T icon
AT&T
T
+$379K

Sector Composition

1 Technology 7.94%
2 Healthcare 3.47%
3 Financials 3.05%
4 Communication Services 2.31%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.29%
10,393
-2,492
77
$1.12M 0.29%
7,205
-54
78
$1.08M 0.28%
5,351
+590
79
$1.05M 0.27%
9,394
+1,514
80
$1.04M 0.27%
6,367
+181
81
$1.04M 0.27%
12,527
+902
82
$1.03M 0.26%
7,313
-1,605
83
$1.01M 0.26%
5,911
+289
84
$1M 0.26%
159,850
+34,830
85
$979K 0.25%
2,912
+232
86
$973K 0.25%
5,645
+2,621
87
$963K 0.25%
2,679
+135
88
$958K 0.25%
12,478
-568
89
$949K 0.24%
8,240
+36
90
$929K 0.24%
14,427
-4,964
91
$923K 0.24%
12,820
92
$915K 0.23%
2,518
+70
93
$913K 0.23%
5,653
+692
94
$909K 0.23%
16,029
-69
95
$897K 0.23%
8,380
+141
96
$890K 0.23%
18,074
+467
97
$865K 0.22%
21,751
-5,027
98
$855K 0.22%
26,692
+1,190
99
$853K 0.22%
27,630
-2,340
100
$853K 0.22%
14,398
+274
2 3
4
5 6