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
151
$472K 0.12%
4,539
+5
152
$465K 0.12%
2,167
+839
153
$450K 0.12%
1,343
154
$450K 0.12%
+16,560
155
$445K 0.12%
29,295
+9,890
156
$434K 0.11%
2,766
157
$433K 0.11%
4,734
158
$429K 0.11%
4,928
+544
159
$425K 0.11%
1,984
-5
160
$424K 0.11%
2,048
+13
161
$418K 0.11%
15,817
+561
162
$416K 0.11%
3,949
+557
163
$416K 0.11%
5,845
+1,112
164
$416K 0.11%
8,936
165
$407K 0.11%
13,291
+20
166
$404K 0.11%
1,328
-178
167
$402K 0.11%
6,209
-190
168
$400K 0.11%
4,890
+1
169
$400K 0.11%
7,996
-25
170
$398K 0.1%
22,498
-155
171
$397K 0.1%
8,048
172
$397K 0.1%
3,130
+6
173
$395K 0.1%
16,395
+523
174
$394K 0.1%
13,399
+513
175
$392K 0.1%
8,485
+3,135
5 6
7
8 9