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
$380M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$3.89M
3
+$1.73M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.44M
5
VTV icon
Vanguard Value ETF
VTV
+$857K

Top Sells

1
+$9.78M
2
+$3.53M
3
+$1.29M
4
BA icon
Boeing
BA
+$848K
5
V icon
Visa
V
+$594K

Sector Composition

1 Technology 5.04%
2 Healthcare 3.59%
3 Energy 2.85%
4 Financials 2.47%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$383K 0.1%
6,216
-188
177
$383K 0.1%
3,183
-618
178
$382K 0.1%
3,292
+3
179
– –
0
180
$379K 0.1%
5,254
+10
181
$374K 0.1%
16,744
-4,181
182
$364K 0.1%
9,402
+140
183
$357K 0.09%
6,667
-25
184
$351K 0.09%
10,115
+50
185
$348K 0.09%
3,540
+253
186
$345K 0.09%
5,878
-359
187
$345K 0.09%
9,863
-2,480
188
$335K 0.09%
7,056
+482
189
$329K 0.09%
3,255
-155
190
$329K 0.09%
11,150
191
$328K 0.09%
2,611
+44
192
$322K 0.08%
3,088
+102
193
$320K 0.08%
5,297
+357
194
$310K 0.08%
3,563
-745
195
$304K 0.08%
4,125
+726
196
$303K 0.08%
2,709
-896
197
$303K 0.08%
6,875
-67
198
$302K 0.08%
6,067
+2
199
$302K 0.08%
+3,045
200
$301K 0.08%
547
6 7
8
9 10