PIFP

Partners in Financial Planning Portfolio holdings

AUM $542M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$39.6M
3
+$35.8M
4
VTV icon
Vanguard Value ETF
VTV
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.73%
2 Consumer Discretionary 1.24%
3 Healthcare 0.99%
4 Financials 0.98%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.47%
+34,943
27
$1.22M 0.38%
+45,283
28
$1.2M 0.38%
+11,584
29
$1.17M 0.37%
+6,820
30
$1.13M 0.35%
+5,644
31
$1.08M 0.34%
+4,806
32
$1.07M 0.33%
+16,821
33
$1.03M 0.32%
+7,500
34
$1.02M 0.32%
+16,095
35
$986K 0.31%
+7,064
36
$926K 0.29%
+11,734
37
$922K 0.29%
+20,576
38
$824K 0.26%
+16,829
39
$786K 0.25%
+2,896
40
$784K 0.25%
+8,831
41
$654K 0.2%
+4,228
42
$547K 0.17%
+17,052
43
$521K 0.16%
+6,248
44
$518K 0.16%
+1,205
45
$515K 0.16%
+7,670
46
$503K 0.16%
+2,115
47
$497K 0.16%
+6,840
48
$497K 0.16%
+7,888
49
$468K 0.15%
+7,844
50
$437K 0.14%
+4,750
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