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
151
$234K 0.14%
+4,175
152
$232K 0.14%
+5,903
153
$227K 0.14%
+7,459
154
$226K 0.14%
+1,109
155
$226K 0.14%
+2,673
156
$222K 0.14%
+6,601
157
$221K 0.14%
+16,437
158
$221K 0.14%
+4,552
159
$220K 0.14%
+4,780
160
$216K 0.13%
+9,568
161
$215K 0.13%
+610
162
$212K 0.13%
+2,243
163
$209K 0.13%
+1,739
164
$209K 0.13%
+10,864
165
$208K 0.13%
+2,730
166
$207K 0.13%
+10,887
167
$206K 0.13%
+9,946
168
$204K 0.13%
+7,323
169
$202K 0.12%
+2,555
170
$188K 0.12%
+11,598
171
$187K 0.12%
+16,905
172
$167K 0.1%
+75,205
173
$164K 0.1%
+11,273
174
$153K 0.09%
+12,175
175
$145K 0.09%
+10,493
4 5 6
7
8