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
101
$754K 0.17%
8,081
+478
102
$729K 0.17%
1,710
+1
103
$718K 0.16%
23,167
+65
104
$714K 0.16%
3,158
+29
105
$713K 0.16%
5,702
-593
106
$695K 0.16%
8,921
-550
107
$693K 0.16%
1,050
-6
108
$688K 0.16%
5,371
+96
109
$682K 0.16%
6,837
+2,850
110
$674K 0.15%
39,991
+5,520
111
$671K 0.15%
21,619
+9,043
112
$666K 0.15%
2,766
-22
113
$653K 0.15%
11,074
+159
114
$648K 0.15%
4,110
+234
115
$637K 0.15%
4,403
-32
116
$631K 0.14%
+3,933
117
$628K 0.14%
12,063
+2,780
118
$624K 0.14%
5,970
+1
119
$620K 0.14%
5,977
-656
120
$616K 0.14%
7,224
-313
121
$613K 0.14%
2,430
+31
122
$610K 0.14%
11,613
+480
123
$606K 0.14%
12,068
+10
124
$605K 0.14%
14,615
+3,481
125
$595K 0.14%
5,376
+370
3 4
5
6 7