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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.27%
21,950
-75,538
77
$1.01M 0.27%
14,283
+1,432
78
$980K 0.26%
3,103
-188
79
$977K 0.26%
5,757
+120
80
$975K 0.26%
66,750
-8,640
81
$967K 0.25%
52,399
-18,585
82
$923K 0.24%
50,141
-4,115
83
$903K 0.24%
35,053
-9,833
84
$890K 0.23%
17,375
-1,508
85
$865K 0.23%
1,632
-38
86
$865K 0.23%
2,611
-32
87
$856K 0.23%
16,984
-8
88
$845K 0.22%
22,864
+1,164
89
$842K 0.22%
5,960
+122
90
$812K 0.21%
6,488
-103
91
$796K 0.21%
2,176
-174
92
$794K 0.21%
3,823
-2,858
93
$789K 0.21%
22,819
+445
94
$775K 0.2%
16,982
-6,567
95
$755K 0.2%
7,593
+16
96
$745K 0.2%
3,912
-4,450
97
$743K 0.2%
44,226
-2,732
98
$717K 0.19%
11,275
-599
99
$717K 0.19%
3,250
+2
100
$716K 0.19%
15,593
+254
2 3
4
5 6