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
$359M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.24M
3
+$2.23M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.06M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$3.61M
2
+$1.06M
3
+$747K
4
IXN icon
iShares Global Tech ETF
IXN
+$658K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$586K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.89%
3 Financials 2.77%
4 Energy 2.32%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.29%
19,574
-1,409
77
$1.02M 0.28%
41,431
-6,967
78
$1.02M 0.28%
48,560
-17,865
79
$961K 0.27%
5,702
+15
80
$946K 0.26%
9,418
+6,786
81
$913K 0.25%
52,965
-8,276
82
$900K 0.25%
12,814
-364
83
$894K 0.25%
27,196
-12,171
84
$893K 0.25%
17,311
+86
85
$881K 0.25%
1,714
+32
86
$849K 0.24%
3,093
+111
87
$820K 0.23%
2,664
+127
88
$814K 0.23%
12,857
+888
89
$803K 0.22%
5,874
+372
90
$789K 0.22%
11,251
+503
91
$780K 0.22%
6,572
-120
92
$770K 0.21%
22,449
+116
93
$770K 0.21%
2,375
+1
94
$759K 0.21%
12,067
-1,995
95
$752K 0.21%
7,969
-411
96
$748K 0.21%
5,573
+1,250
97
$730K 0.2%
5,170
+11
98
$723K 0.2%
11,193
-796
99
$678K 0.19%
5,644
+818
100
$678K 0.19%
2,744
-38
2 3
4
5 6