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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$545K 0.14%
18,763
+386
127
$543K 0.14%
+14,843
128
$541K 0.14%
48,872
+2,001
129
$538K 0.14%
13,582
+797
130
$535K 0.14%
+22,028
131
$535K 0.14%
4,696
-64
132
$535K 0.14%
6,585
+394
133
$533K 0.14%
2,009
-730
134
$533K 0.14%
17,458
-7,537
135
$530K 0.14%
24,047
-4,985
136
$519K 0.14%
4,681
-453
137
$519K 0.14%
6,207
+17
138
$518K 0.14%
9,700
139
$516K 0.14%
5,110
-363
140
$514K 0.14%
4,354
141
$510K 0.13%
10,794
-1,119
142
$506K 0.13%
17,933
-4,614
143
$497K 0.13%
13,228
+5,051
144
$496K 0.13%
2,075
+1
145
$492K 0.13%
27,233
+1,045
146
$488K 0.13%
9,133
147
$478K 0.13%
5,157
-1,269
148
$478K 0.13%
13,911
+5,160
149
$475K 0.13%
11,499
+8
150
$474K 0.12%
9,946
+73
4 5
6
7 8