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
$390M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.16M
3
+$1.05M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$971K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$952K

Top Sells

1
+$1.42M
2
+$445K
3
+$392K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$386K
5
T icon
AT&T
T
+$379K

Sector Composition

1 Technology 7.94%
2 Healthcare 3.47%
3 Financials 3.05%
4 Communication Services 2.31%
5 Consumer Discretionary 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$415K 0.11%
1,989
-170
177
$414K 0.11%
7,684
+840
178
$414K 0.11%
3,439
+23
179
$411K 0.11%
27,429
+26
180
$410K 0.11%
989
181
$410K 0.11%
2,758
-33
182
$407K 0.1%
+18,530
183
$397K 0.1%
25,057
+2,579
184
$391K 0.1%
3,421
-14
185
$385K 0.1%
4,331
+702
186
$383K 0.1%
1,875
+51
187
$379K 0.1%
7,122
+840
188
$375K 0.1%
569
+18
189
$374K 0.1%
660
+64
190
$374K 0.1%
7,229
191
$373K 0.1%
6,342
+228
192
$370K 0.09%
5,276
-1,923
193
– –
0
194
$366K 0.09%
3,167
+191
195
$357K 0.09%
+2,312
196
$356K 0.09%
+5,903
197
$354K 0.09%
531
+23
198
$349K 0.09%
1,191
+6
199
$348K 0.09%
3,986
+372
200
$344K 0.09%
+6,648
6 7
8
9 10