PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+0.61%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$544M
AUM Growth
+$10.4M
(+2%)
Cap. Flow
+$12.4M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
39.81%
Holding
303
New
10
Increased
176
Reduced
82
Closed
4
Top Buys
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.63M |
| 2 |
Vanguard Value ETF
VTV
|
$865K |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
$801K |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$669K |
| 5 |
Merck
MRK
|
$576K |
Top Sells
Sector Composition
| 1 | Technology | 7.7% |
| 2 | Financials | 2.51% |
| 3 | Healthcare | 2.46% |
| 4 | Energy | 1.76% |
| 5 | Communication Services | 1.69% |
