PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+20.66%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$217M
AUM Growth
+$28.4M
(+15%)
Cap. Flow
-$5.57M
Cap. Flow
% of AUM
-2.57%
Top 10 Holdings %
Top 10 Hldgs %
33.94%
Holding
218
New
30
Increased
41
Reduced
113
Closed
25
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$1.42M |
| 2 |
PayPal
PYPL
|
$1.21M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$1.03M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$960K |
| 5 |
iShares MBS ETF
MBB
|
$931K |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Healthcare | 3.56% |
| 3 | Consumer Discretionary | 2.89% |
| 4 | Communication Services | 2.81% |
| 5 | Financials | 2.46% |
