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
$247M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$932K
3
+$868K
4
VUG icon
Vanguard Growth ETF
VUG
+$781K
5
DES icon
WisdomTree US SmallCap Dividend Fund
DES
+$715K

Top Sells

1
+$583K
2
+$494K
3
+$454K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$338K
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$268K

Sector Composition

1 Technology 7.12%
2 Healthcare 3.47%
3 Communication Services 3.22%
4 Consumer Discretionary 2.94%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$239K 0.1%
968
+30
177
$239K 0.1%
890
178
$237K 0.1%
+811
179
$236K 0.1%
+2,555
180
$236K 0.1%
10,039
+1,171
181
$233K 0.09%
1,119
182
$233K 0.09%
4,696
+1
183
$232K 0.09%
2,256
184
$229K 0.09%
17,072
+912
185
$229K 0.09%
+3,032
186
$229K 0.09%
1,270
-29
187
$223K 0.09%
4,244
188
$222K 0.09%
4,583
+71
189
$220K 0.09%
+2,349
190
$218K 0.09%
11,393
+447
191
$212K 0.09%
2,095
-95
192
$211K 0.09%
+4,213
193
$210K 0.09%
6,754
+842
194
$208K 0.08%
+3,488
195
$207K 0.08%
+3,035
196
$206K 0.08%
+1,264
197
$204K 0.08%
2,538
-247
198
$203K 0.08%
+5,192
199
$203K 0.08%
+2,760
200
$202K 0.08%
2,546
-240
5 6 7
8
9