IFPL

Investments & Financial Planning LLC Portfolio holdings

AUM $174M
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$18.9M
3
+$17.6M
4
VT icon
Vanguard Total World Stock ETF
VT
+$8.21M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$5.72M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.12%
2 Technology 0.64%
3 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.3%
+3,179
27
$313K 0.28%
+7,403
28
$302K 0.27%
+1,864
29
$298K 0.27%
+7,156
30
$255K 0.23%
+1,166
31
$248K 0.22%
+9,590
32
$209K 0.19%
+5,031
1
2