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
$318M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$996K
3
+$979K
4
VTV icon
Vanguard Value ETF
VTV
+$765K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$607K

Top Sells

1
+$444K
2
+$409K
3
+$212K
4
BAX icon
Baxter International
BAX
+$205K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$203K

Sector Composition

1 Industrials 1.7%
2 Healthcare 1.09%
3 Consumer Discretionary 1.09%
4 Financials 0.95%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.42%
8,586
+2
27
$1.32M 0.41%
36,187
-1,155
28
$1.29M 0.41%
25,399
-3,361
29
$1.27M 0.4%
7,820
+52
30
$1.18M 0.37%
+23,571
31
$1.16M 0.36%
5,909
+11
32
$1.07M 0.34%
12,566
33
$984K 0.31%
6,820
34
$980K 0.31%
16,829
35
$975K 0.31%
4,823
+5
36
$963K 0.3%
17,534
+12
37
$935K 0.29%
6,933
38
$925K 0.29%
20,601
-66
39
$829K 0.26%
11,764
40
$807K 0.25%
13,460
+3,368
41
$768K 0.24%
9,750
-418
42
$738K 0.23%
8,231
-50
43
$730K 0.23%
2,896
44
$694K 0.22%
28,926
-89
45
$677K 0.21%
25,834
+3,525
46
$637K 0.2%
6,264
47
$590K 0.19%
4,358
48
$589K 0.19%
17,052
49
$526K 0.17%
4,939
50
$515K 0.16%
1,205
1
2
3 4