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
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$820K
3
+$768K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$562K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$600K
2
+$281K
3
+$269K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$153K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$92.3K

Sector Composition

1 Industrials 1.59%
2 Consumer Discretionary 1.21%
3 Healthcare 1.06%
4 Financials 1.04%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.45%
34,340
-603
27
$1.31M 0.41%
11,584
28
$1.14M 0.35%
5,655
+11
29
$1.12M 0.35%
6,820
30
$1.09M 0.34%
7,708
+208
31
$1.05M 0.33%
4,811
+5
32
$1.05M 0.33%
17,178
+357
33
$967K 0.3%
6,933
-131
34
$947K 0.3%
16,095
35
$915K 0.29%
11,734
36
$915K 0.29%
20,601
+25
37
$892K 0.28%
16,829
38
$878K 0.27%
9,298
+5,075
39
$794K 0.25%
2,896
40
$770K 0.24%
8,843
+12
41
$768K 0.24%
+29,665
42
$691K 0.22%
4,263
+35
43
$603K 0.19%
22,711
-22,572
44
$571K 0.18%
2,115
45
$532K 0.17%
6,264
+16
46
$519K 0.16%
1,205
47
$507K 0.16%
17,052
48
$506K 0.16%
7,897
+9
49
$503K 0.16%
6,809
-31
50
$492K 0.15%
7,666
-4
1
2
3 4