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
201
$344K 0.09%
530
+6
202
$341K 0.09%
3,593
+73
203
$341K 0.09%
1,129
+3
204
$340K 0.09%
+4,525
205
$335K 0.09%
17,005
206
$335K 0.09%
15,049
-271
207
$330K 0.08%
2,553
+8
208
$328K 0.08%
+3,561
209
$327K 0.08%
9,709
210
$326K 0.08%
+15,713
211
$323K 0.08%
+12,376
212
$323K 0.08%
5,812
-820
213
$322K 0.08%
1,809
-73
214
$318K 0.08%
+1,260
215
$314K 0.08%
4,354
-93
216
$313K 0.08%
+4,316
217
$311K 0.08%
3,255
+220
218
$310K 0.08%
2,933
-2,080
219
$305K 0.08%
1,042
+65
220
$300K 0.08%
+3,709
221
$300K 0.08%
2,276
-30
222
$298K 0.08%
6,305
+44
223
$290K 0.07%
4,244
224
$290K 0.07%
3,043
+25
225
$286K 0.07%
+4,290
7 8
9
10 11