PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
This Quarter Return
+5.03%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$390M
AUM Growth
+$390M
(+5.6%)
Cap. Flow
+$3.78M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
38.15%
Holding
264
New
13
Increased
104
Reduced
111
Closed
16
Top Buys
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$515K |
| 2 |
Apple
AAPL
|
$355K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$272K |
| 4 |
PayPal
PYPL
|
$256K |
| 5 |
Halliburton
HAL
|
$253K |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Healthcare | 2.92% |
| 3 | Energy | 2.5% |
| 4 | Financials | 2.14% |
| 5 | Communication Services | 1.38% |
