PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
1-Year Return
16.46%
This Quarter Return
+7.69%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$247M
AUM Growth
+$30.2M
(+14%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
5.86%
Top 10 Holdings %
Top 10 Hldgs %
34.38%
Holding
214
New
19
Increased
119
Reduced
54
Closed
6
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$1.56M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$932K |
| 3 |
iShares Short-Term National Muni Bond ETF
SUB
|
$868K |
| 4 |
Vanguard Growth ETF
VUG
|
$781K |
| 5 |
WisdomTree US SmallCap Dividend Fund
DES
|
$715K |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$583K |
| 2 |
Invesco QQQ Trust
QQQ
|
$494K |
| 3 |
Advanced Micro Devices
AMD
|
$454K |
| 4 |
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% |
