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
$327M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.54M
3
+$2.05M
4
VTV icon
Vanguard Value ETF
VTV
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$794K

Top Sells

1
+$520K
2
+$376K
3
+$283K
4
SBUX icon
Starbucks
SBUX
+$211K
5
MDT icon
Medtronic
MDT
+$208K

Sector Composition

1 Industrials 1.71%
2 Financials 1.12%
3 Consumer Discretionary 1.12%
4 Healthcare 1.04%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.43%
8,584
-144
27
$1.4M 0.43%
32,176
-2,164
28
$1.31M 0.4%
7,768
+60
29
$1.26M 0.39%
11,584
30
$1.2M 0.37%
5,898
+243
31
$1.05M 0.32%
17,522
+344
32
$1.05M 0.32%
6,820
33
$1.03M 0.31%
6,933
34
$1.01M 0.31%
12,566
-3,529
35
$1.01M 0.31%
4,818
+7
36
$952K 0.29%
20,667
+66
37
$930K 0.28%
16,829
38
$890K 0.27%
11,764
+30
39
$846K 0.26%
10,168
+1,325
40
$778K 0.24%
2,896
41
$747K 0.23%
29,015
-650
42
$680K 0.21%
4,358
+95
43
$653K 0.2%
6,264
44
$645K 0.2%
10,092
+2,195
45
$606K 0.19%
22,309
-402
46
$569K 0.17%
17,052
47
$533K 0.16%
1,205
48
$512K 0.16%
2,266
+126
49
$511K 0.16%
2,115
50
$503K 0.15%
8,281
+437
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