PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+5.5%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$308M
AUM Growth
+$25.5M
(+9%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
244
New
22
Increased
125
Reduced
68
Closed
8
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.83M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.86M |
| 3 |
Vanguard Value ETF
VTV
|
$1.52M |
| 4 |
iShares Fallen Angels USD Bond ETF
FALN
|
$1.06M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$828K |
Top Sells
Sector Composition
| 1 | Technology | 6% |
| 2 | Healthcare | 3.18% |
| 3 | Communication Services | 2.92% |
| 4 | Financials | 2.45% |
| 5 | Consumer Discretionary | 2.43% |
