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
$359M
AUM Growth
-$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.24M
3
+$2.23M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.06M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.88M

Top Sells

1
+$3.61M
2
+$1.06M
3
+$747K
4
IXN icon
iShares Global Tech ETF
IXN
+$658K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$586K

Sector Composition

1 Technology 5.94%
2 Healthcare 3.89%
3 Financials 2.77%
4 Energy 2.32%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.1%
+4,123
177
$340K 0.09%
17,005
178
$338K 0.09%
6,237
-69
179
$336K 0.09%
10,770
+2,220
180
$335K 0.09%
3,380
+791
181
$331K 0.09%
5,384
-5
182
$329K 0.09%
3,336
-198
183
$327K 0.09%
9,133
184
$326K 0.09%
2,980
185
$323K 0.09%
3,730
+75
186
$321K 0.09%
3,019
+203
187
$313K 0.09%
1,753
-254
188
$312K 0.09%
11,385
-1,102
189
$308K 0.09%
5,609
190
$305K 0.08%
+3,003
191
$304K 0.08%
7,242
-71
192
$304K 0.08%
1,189
+56
193
$303K 0.08%
2,800
-168
194
$302K 0.08%
5,008
-525
195
$298K 0.08%
2,191
+52
196
$297K 0.08%
547
+16
197
$295K 0.08%
7,229
198
$294K 0.08%
1,779
-53
199
$290K 0.08%
2,280
-379
200
$288K 0.08%
2,519
-2,577
6 7
8
9 10