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
201
$310K 0.07%
9,018
202
$309K 0.07%
3,426
-555
203
$306K 0.07%
5,163
+5
204
$305K 0.07%
2,349
-161
205
$303K 0.07%
1,695
+15
206
$296K 0.07%
4,598
207
$291K 0.07%
1,553
+2
208
$291K 0.07%
3,147
+766
209
$290K 0.07%
547
-13
210
$288K 0.07%
2,616
+12
211
$287K 0.07%
9,657
+130
212
$286K 0.07%
995
+31
213
$284K 0.07%
947
+5
214
$283K 0.07%
5,046
+5
215
$279K 0.06%
2,018
-307
216
$275K 0.06%
3,527
-400
217
$272K 0.06%
2,041
+68
218
$270K 0.06%
+3,533
219
$270K 0.06%
6,386
-1,283
220
$268K 0.06%
15,072
-6,026
221
$264K 0.06%
2,591
-396
222
$263K 0.06%
2,803
223
$261K 0.06%
4,374
+3
224
$261K 0.06%
1,690
225
$260K 0.06%
1,100
7 8
9
10 11