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
126
$589K 0.14%
7,359
+250
127
$585K 0.13%
8,251
+227
128
$582K 0.13%
3,957
-226
129
$581K 0.13%
5,707
-439
130
$579K 0.13%
28,990
+2,026
131
$572K 0.13%
3,369
-26
132
$569K 0.13%
15,134
+29
133
$569K 0.13%
1,919
-37
134
$555K 0.13%
1,644
135
$538K 0.12%
8,200
136
$538K 0.12%
3,814
+1,101
137
$531K 0.12%
4,760
+130
138
$527K 0.12%
10,717
-63
139
$517K 0.12%
4,454
-40
140
$510K 0.12%
6,770
-33
141
$504K 0.12%
844
+88
142
$502K 0.12%
4,601
-44
143
$501K 0.12%
17,412
-447
144
$499K 0.11%
1,025
145
$495K 0.11%
9,409
-484
146
$494K 0.11%
9,142
+2,316
147
$494K 0.11%
1,079
148
$483K 0.11%
1,965
+11
149
$470K 0.11%
2,017
-35
150
$466K 0.11%
11,635
-19
4 5
6
7 8