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
$283M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$800K
3
+$669K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$417K

Top Sells

1
+$639K
2
+$599K
3
+$489K
4
EPD icon
Enterprise Products Partners
EPD
+$446K
5
IYG icon
iShares US Financial Services ETF
IYG
+$427K

Sector Composition

1 Technology 6.71%
2 Healthcare 3.24%
3 Communication Services 2.98%
4 Consumer Discretionary 2.64%
5 Financials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.1%
9,411
-628
177
$283K 0.1%
515
+5
178
$283K 0.1%
714
-97
179
$279K 0.1%
6,619
+378
180
$276K 0.1%
3,308
+167
181
$271K 0.1%
2,559
+4
182
$260K 0.09%
1,128
+9
183
$258K 0.09%
+4,931
184
$257K 0.09%
18,812
+3,114
185
$256K 0.09%
4,244
186
$254K 0.09%
+2,864
187
$253K 0.09%
+6,532
188
$253K 0.09%
3,339
+304
189
$253K 0.09%
4,680
-16
190
$250K 0.09%
+1,558
191
$249K 0.09%
2,840
+80
192
$245K 0.09%
3,426
-54
193
$244K 0.09%
+1,894
194
$242K 0.09%
14,714
-2,358
195
$240K 0.08%
1,521
+257
196
$240K 0.08%
2,529
-17
197
$235K 0.08%
+5,242
198
$232K 0.08%
11,473
+80
199
$228K 0.08%
+490
200
$226K 0.08%
3,488
6 7
8
9 10