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
201
$288K 0.08%
2,349
+4
202
$287K 0.08%
3,285
+52
203
$285K 0.08%
3,474
-773
204
$283K 0.08%
5,209
-11
205
$283K 0.08%
+8,319
206
$282K 0.08%
4,920
+908
207
$278K 0.08%
5,704
-199
208
$277K 0.08%
2,276
209
$276K 0.08%
995
210
$276K 0.08%
2,010
-333
211
$274K 0.08%
1,328
-68
212
$274K 0.08%
17,945
-22,351
213
$273K 0.08%
2,687
+167
214
$270K 0.08%
11,296
-2,618
215
$264K 0.07%
9,878
+650
216
$264K 0.07%
720
+4
217
$256K 0.07%
5,914
+1,255
218
$256K 0.07%
10,537
-4,634
219
$254K 0.07%
1,168
+2
220
$254K 0.07%
4,806
-140
221
$253K 0.07%
531
+1
222
$252K 0.07%
5,180
+150
223
$251K 0.07%
6,209
-1,000
224
$250K 0.07%
1,100
225
$247K 0.07%
54,010
+11,760
7 8
9
10 11