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
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.94M
3 +$4.95M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.63M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$4.13M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 4.23%
2 Technology 3.97%
3 Communication Services 3.72%
4 Financials 3.38%
5 Consumer Discretionary 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$305K 0.19%
+3,011
127
$296K 0.18%
+6,255
128
$292K 0.18%
+1,537
129
$292K 0.18%
+8,733
130
$286K 0.18%
+9,597
131
$286K 0.18%
+3,403
132
$285K 0.18%
+4,153
133
$285K 0.18%
+2,919
134
$282K 0.17%
+1,077
135
$278K 0.17%
+5,937
136
$274K 0.17%
+24,238
137
$270K 0.17%
+5,220
138
$265K 0.16%
+3,950
139
$263K 0.16%
+5,922
140
$261K 0.16%
+2,404
141
$257K 0.16%
+8,025
142
$255K 0.16%
+3,826
143
$253K 0.16%
+4,349
144
$246K 0.15%
+4,894
145
$246K 0.15%
+3,845
146
$243K 0.15%
+2,319
147
$241K 0.15%
+1,709
148
$241K 0.15%
+6,634
149
$240K 0.15%
+3,606
150
$237K 0.15%
+5,478