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
$386M
AUM Growth
-$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.84M
3
+$1.74M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.14M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$1.02M

Top Sells

1
+$2.72M
2
+$655K
3
+$446K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$355K
5
BMY icon
Bristol-Myers Squibb
BMY
+$316K

Sector Composition

1 Technology 6.37%
2 Healthcare 2.94%
3 Energy 2.55%
4 Financials 2.11%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.07%
3,927
202
$284K 0.07%
508
203
$284K 0.07%
1,149
+2
204
$283K 0.07%
560
+13
205
$283K 0.07%
4,455
-873
206
$280K 0.07%
4,347
+225
207
$277K 0.07%
1,016
-68
208
$272K 0.07%
885
+11
209
$270K 0.07%
1,680
-114
210
$268K 0.07%
5,158
+172
211
$268K 0.07%
1,880
212
$267K 0.07%
10,751
-2,708
213
$266K 0.07%
4,598
-100
214
$263K 0.07%
2,325
-340
215
$261K 0.07%
5,041
-198
216
$261K 0.07%
9,527
+394
217
$259K 0.07%
964
-123
218
$258K 0.07%
5,826
-143
219
$257K 0.07%
942
+1
220
$257K 0.07%
12,131
-443
221
$252K 0.07%
2,604
+171
222
$248K 0.06%
2,675
-110
223
$247K 0.06%
+9,817
224
$247K 0.06%
1,704
-100
225
$247K 0.06%
3,285
+101
7 8
9
10 11