PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
-18.54%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$188M
AUM Growth
-$42.3M
(-18%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
32.17%
Holding
219
New
14
Increased
94
Reduced
70
Closed
31
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.61M |
| 2 |
ALPS O'Shares US Quality Dividend ETF
OUSA
|
$1.34M |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
$1.02M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$842K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$827K |
Top Sells
Sector Composition
| 1 | Technology | 6.85% |
| 2 | Healthcare | 5.38% |
| 3 | Communication Services | 3.76% |
| 4 | Financials | 3.69% |
| 5 | Consumer Discretionary | 2.91% |
