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
$217M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.82M
3
+$1.73M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.34M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.27M

Top Sells

1
+$1.42M
2
+$1.21M
3
+$1.03M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$960K
5
MBB icon
iShares MBS ETF
MBB
+$931K

Sector Composition

1 Technology 6.93%
2 Healthcare 3.56%
3 Consumer Discretionary 2.89%
4 Communication Services 2.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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