PIFP
Partners in Financial Planning Portfolio holdings
AUM $498M
AUM
$498M
AUM Growth
+$7.38M (+2%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
2.8%
Top 10 Holdings %Top 10 Hldgs %
71.38%
Holding
109
New
2
Increased
45
Reduced
22
Closed
8
Top Buys
| 1 | $2.76M | |
| 2 | $1.68M | |
| 3 | $1.56M | |
| 4 | $1.02M | |
| 5 | $1M |
Top Sells
| 1 | $291K | |
| 2 | $118K | |
| 3 | $73.4K | |
| 4 | $72.8K | |
| 5 | $64.6K |
Sector Composition
| 1 | Industrials | 1.04% |
| 2 | Energy | 0.76% |
| 3 | Healthcare | 0.71% |
| 4 | Consumer Discretionary | 0.55% |
| 5 | Technology | 0.53% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.41M | 0.48% | 47,243 +127 | +0.3% | +$6.49K | |||
| $2.28M | 0.46% | 8,863 +13 | +0.2% | +$3.34K | |||
| $2.09M | 0.42% | 81,883 -11,380 | -12% | -$291K | |||
| $2.04M | 0.41% | 26,073 +529 | +2% | +$41.5K | |||
| $1.99M | 0.4% | 8,402 | – | – | |||
| $1.75M | 0.35% | 28,778 -552 | -2% | -$33.5K | |||
| $1.55M | 0.31% | 6,977 +11 | +0.2% | +$2.44K | |||
| $1.5M | 0.3% | 12,623 +72 | +0.6% | +$8.56K | |||
| $1.46M | 0.29% | 49,929 -1,017 | -2% | -$29.7K | |||
| $1.45M | 0.29% | 6,527 | – | – | |||
| $1.39M | 0.28% | 3,840 | – | – | |||
| $1.36M | 0.27% | 17,814 -959 | -5% | -$73.4K | |||
| $1.23M | 0.25% | 30,432 -896 | -3% | -$36.3K | |||
| $1.2M | 0.24% | 7,486 +920 | +14% | +$147K | |||
| $1.17M | 0.23% | 18,834 +200 | +1% | +$12.4K | |||
| $1.17M | 0.23% | 6,132 | – | – | |||
| $1.16M | 0.23% | 20,014 -463 | -2% | -$26.8K | |||
| $978K | 0.2% | 18,993 +32 | +0.2% | +$1.65K | |||
| $964K | 0.19% | 2,569 +350 | +16% | +$131K | |||
| $946K | 0.19% | 714 | – | – | |||
| $939K | 0.19% | 7,504 | – | – | |||
| $901K | 0.18% | 11,026 -140 | -1% | -$11.4K | |||
| $897K | 0.18% | 10,805 -85 | -0.8% | -$7.06K | |||
| $889K | 0.18% | 1,669 | – | – | |||
| $840K | 0.17% | 11,584 | – | – |
