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
101
$662K 0.18%
1,381
+31
102
$650K 0.18%
7,760
-1
103
$645K 0.18%
8,140
104
$640K 0.18%
6,902
+15
105
$637K 0.18%
13,197
-615
106
$637K 0.18%
6,656
+599
107
$635K 0.18%
14,946
+604
108
$630K 0.18%
42,348
109
$627K 0.17%
4,912
+281
110
$624K 0.17%
3,172
+50
111
$621K 0.17%
3,727
+141
112
$590K 0.16%
9,445
-182
113
$582K 0.16%
1,845
114
$574K 0.16%
7,548
+861
115
$568K 0.16%
20,990
+861
116
$567K 0.16%
18,015
-1,251
117
$566K 0.16%
18,171
+1,467
118
$564K 0.16%
18,883
+945
119
$553K 0.15%
29,672
-1,312
120
$550K 0.15%
2,739
+50
121
$549K 0.15%
3,402
+90
122
$548K 0.15%
5,701
-464
123
$546K 0.15%
8,747
-57,807
124
$546K 0.15%
41,388
+16,738
125
$544K 0.15%
7,089
+70
3 4
5
6 7