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
$436M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2M
3
+$1.75M
4
LIN icon
Linde
LIN
+$1.45M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.18M

Top Sells

1
+$5.95M
2
+$828K
3
+$659K
4
BA icon
Boeing
BA
+$524K
5
AGNC icon
AGNC Investment
AGNC
+$448K

Sector Composition

1 Technology 6.69%
2 Healthcare 2.69%
3 Financials 2.21%
4 Energy 2.06%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.24%
20,998
+218
77
$1.06M 0.24%
13,605
-1,297
78
$1.05M 0.24%
23,548
-444
79
$1.04M 0.24%
27,457
+255
80
$999K 0.23%
2,821
+360
81
$998K 0.23%
9,063
-21
82
$997K 0.23%
2,876
+196
83
$966K 0.22%
8,813
+132
84
$955K 0.22%
6,965
+3,183
85
$943K 0.22%
2,503
+5
86
$936K 0.21%
4,661
-661
87
$921K 0.21%
16,792
+396
88
$920K 0.21%
6,238
+566
89
$918K 0.21%
5,554
-31
90
$909K 0.21%
10,329
+500
91
$890K 0.2%
5,442
-3
92
$883K 0.2%
1,677
+3
93
$872K 0.2%
17,497
+427
94
$847K 0.19%
15,726
+1,185
95
$827K 0.19%
20,435
+379
96
$798K 0.18%
9,488
+144
97
$796K 0.18%
42,348
98
$777K 0.18%
19,897
-416
99
$771K 0.18%
14,921
-472
100
$756K 0.17%
7,185
-17
2 3
4
5 6