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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$603M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.54M
3
+$1.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$918K

Top Sells

1
+$200K
2
+$146K
3
+$140K
4
AAPL icon
Apple
AAPL
+$103K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.5K

Sector Composition

1 Industrials 1.15%
2 Energy 0.83%
3 Technology 0.66%
4 Consumer Discretionary 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYV icon
26
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.81B
$3M 0.5%
31,721
+332
VFMF icon
27
Vanguard US Multifactor ETF
VFMF
$661M
$3M 0.5%
19,332
-314
SPAB icon
28
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.69B
$2.7M 0.45%
105,235
+2,902
NSC icon
29
Norfolk Southern
NSC
$70.1B
$2.69M 0.45%
9,376
VV icon
30
Vanguard Large-Cap ETF
VV
$51.6B
$2.6M 0.43%
8,706
+33
XOM icon
31
Exxon Mobil
XOM
$570B
$2.14M 0.36%
12,623
VEU icon
32
Vanguard FTSE All-World ex-US ETF
VEU
$66.2B
$2.01M 0.33%
26,774
-351
SLYG icon
33
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$1.81M 0.3%
18,690
+19
VB icon
34
Vanguard Small-Cap ETF
VB
$80.4B
$1.76M 0.29%
6,715
+13
CVX icon
35
Chevron
CVX
$343B
$1.58M 0.26%
7,633
AAPL icon
36
Apple
AAPL
$4.04T
$1.56M 0.26%
6,146
-395
SPTS icon
37
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.83B
$1.46M 0.24%
49,979
-674
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$152B
$1.43M 0.24%
18,531
+14
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$123B
$1.41M 0.23%
13,248
BIV icon
40
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.4M 0.23%
18,120
+19
VNQI icon
41
Vanguard Global ex-US Real Estate ETF
VNQI
$3.39B
$1.32M 0.22%
29,732
-244
LRGF icon
42
iShares US Equity Factor ETF
LRGF
$3.4B
$1.25M 0.21%
18,917
-263
DFAT icon
43
Dimensional US Targeted Value ETF
DFAT
$14.2B
$1.2M 0.2%
19,138
+31
STLD icon
44
Steel Dynamics
STLD
$36.2B
$1.19M 0.2%
6,632
-338
AMZN icon
45
Amazon
AMZN
$2.44T
$1.19M 0.2%
5,707
-204
FERG icon
46
Ferguson
FERG
$46.7B
$1.17M 0.19%
5,033
TSLA icon
47
Tesla
TSLA
$1.41T
$1.14M 0.19%
3,066
+5
EFA icon
48
iShares MSCI EAFE ETF
EFA
$76.9B
$1.09M 0.18%
11,183
-476
TPL icon
49
Texas Pacific Land
TPL
$27B
$1.02M 0.17%
2,142
MSFT icon
50
Microsoft
MSFT
$2.62T
$971K 0.16%
2,623
+30
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