PPP
Private Portfolio Partners Portfolio holdings
AUM
$544M
This Quarter Return
+12.06%
1 Year Return
+16.46%
3 Year Return
+16.92%
5 Year Return
+66%
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+17%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
4.47%
Top 10 Holdings %
Top 10 Hldgs %
30.33%
Holding
200
New
22
Increased
89
Reduced
69
Closed
8
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$691K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$435K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
$424K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$313K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$305K |
Sector Composition
| 1 | Technology | 4.35% |
| 2 | Healthcare | 4.02% |
| 3 | Communication Services | 3.39% |
| 4 | Financials | 3.26% |
| 5 | Energy | 2.38% |
