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PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Est. Return
16.46%
This Fund
S&P 500
This Quarter
Est. Return
-12.5%
1 Year Est. Return
+16.46%
3 Year Est. Return
+16.92%
5 Year Est. Return
+66%
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
106.94%
Top 10 Holdings %
Top 10 Hldgs %
30.9%
Holding
178
New
178
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Value ETF
VTV
|
+$11.4M |
| 2 |
Vanguard Growth ETF
VUG
|
+$10.8M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
+$5.42M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$5.13M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$4.24M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 4.23% |
| 2 | Technology | 3.97% |
| 3 | Communication Services | 3.72% |
| 4 | Financials | 3.38% |
| 5 | Consumer Discretionary | 2.38% |
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Private Portfolio Partners's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Private Portfolio Partners, which disclosed 178 positions worth $162M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is Vanguard Value ETF: 108,215 shares worth $10.6M.
By sector, the portfolio is most concentrated in Healthcare at 4.2% of assets, followed by Technology and Communication Services.
- Private Portfolio Partners's largest Q4 2018 buy was Vanguard Value ETF: 108,215 shares worth $10.6M.
- Private Portfolio Partners's ten largest holdings make up 31% of its $162M portfolio in Q4 2018.
- Private Portfolio Partners disclosed 178 positions in Q4 2018, its first 13F filing on record.
Based on Private Portfolio Partners's 13F filing for Q4 2018, filed 13 Feb 2019.