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
$436M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2M
3
+$1.75M
4
LIN icon
Linde
LIN
+$1.45M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.18M

Top Sells

1
+$5.95M
2
+$828K
3
+$659K
4
BA icon
Boeing
BA
+$524K
5
AGNC icon
AGNC Investment
AGNC
+$448K

Sector Composition

1 Technology 6.69%
2 Healthcare 2.69%
3 Financials 2.21%
4 Energy 2.06%
5 Industrials 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$374K 0.09%
16,810
-3,669
177
$374K 0.09%
4,606
-288
178
$370K 0.08%
9,443
-2,802
179
$363K 0.08%
14,200
180
$363K 0.08%
1,385
+59
181
$359K 0.08%
508
182
$355K 0.08%
4,732
-129
183
$354K 0.08%
21,121
-9,331
184
$340K 0.08%
1,823
-15
185
$340K 0.08%
7,755
-311
186
$332K 0.08%
2,222
187
$332K 0.08%
1,896
+192
188
$328K 0.08%
9,020
-200
189
$327K 0.08%
6,312
190
$325K 0.07%
6,033
+172
191
$322K 0.07%
2,545
-445
192
$319K 0.07%
1,030
+5
193
$317K 0.07%
1,924
+44
194
$316K 0.07%
3,361
-55
195
$315K 0.07%
4,483
+28
196
$313K 0.07%
4,454
+107
197
$313K 0.07%
1,156
+7
198
$311K 0.07%
886
+1
199
$311K 0.07%
4,304
200
$310K 0.07%
+7,291
6 7
8
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