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
$114M
AUM Growth
+$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$613K
3
+$589K
4
VT icon
Vanguard Total World Stock ETF
VT
+$310K
5
MSFT icon
Microsoft
MSFT
+$238K

Top Sells

1
+$134K
2
+$120K
3
+$12.4K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$8.52K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$4.12K

Sector Composition

1 Consumer Discretionary 1.33%
2 Technology 0.97%
3 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$329K 0.29%
3,209
+30
27
$309K 0.27%
6,702
+34
28
$302K 0.26%
1,864
29
$299K 0.26%
7,170
+14
30
$290K 0.25%
7,501
+98
31
$238K 0.21%
+773
32
$223K 0.19%
1,166
33
$212K 0.19%
5,041
+10
1
2