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
176
$125K 0.08%
+34,814
177
$82K 0.05%
+5,100
178
$21K 0.01%
+12,010