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
$189M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Sells

1 +$691K
2 +$435K
3 +$424K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$313K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$305K

Sector Composition

1 Technology 4.35%
2 Healthcare 4.02%
3 Communication Services 3.39%
4 Financials 3.26%
5 Energy 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$363K 0.19%
8,128
+17
127
$359K 0.19%
3,212
+10
128
$346K 0.18%
20,374
-3,864
129
$342K 0.18%
76,926
+1,721
130
$342K 0.18%
5,298
-88
131
$342K 0.18%
6,477
+555
132
$340K 0.18%
3,842
+16
133
$339K 0.18%
5,086
-590
134
$331K 0.17%
2,958
+39
135
$328K 0.17%
4,377
+202
136
$325K 0.17%
6,202
-1,504
137
$324K 0.17%
2,404
138
$324K 0.17%
1,077
139
$319K 0.17%
6,399
-235
140
$312K 0.16%
1,260
-8
141
$311K 0.16%
+13,971
142
$304K 0.16%
5,818
-119
143
$302K 0.16%
5,140
-80
144
$301K 0.16%
1,709
145
$301K 0.16%
2,903
-500
146
$298K 0.16%
3,850
-5,475
147
$298K 0.16%
8,025
148
$296K 0.16%
+2,074
149
$293K 0.15%
6,254
-1
150
$292K 0.15%
16,049
+5,185