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
$315M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.49M
4
VTV icon
Vanguard Value ETF
VTV
+$1.11M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.09M

Top Sells

1
+$284K
2
+$253K
3
+$252K
4
DUK icon
Duke Energy
DUK
+$218K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$214K

Sector Composition

1 Industrials 1.61%
2 Healthcare 1.03%
3 Consumer Discretionary 1%
4 Financials 0.86%
5 Energy 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.4%
8,590
+4
27
$1.25M 0.4%
7,925
+105
28
$1.21M 0.39%
12,566
29
$1.15M 0.37%
10,387
30
$1.14M 0.36%
23,593
-1,806
31
$1.13M 0.36%
11,584
32
$1.1M 0.35%
5,924
+15
33
$1.09M 0.35%
+10,473
34
$1.05M 0.33%
21,243
+15,920
35
$943K 0.3%
4,828
+5
36
$890K 0.28%
6,678
-142
37
$883K 0.28%
20,148
-453
38
$876K 0.28%
17,613
+79
39
$822K 0.26%
6,933
40
$807K 0.26%
16,829
41
$781K 0.25%
13,589
+129
42
$764K 0.24%
+15,555
43
$746K 0.24%
9,827
+77
44
$738K 0.23%
3,071
+175
45
$737K 0.23%
11,802
+38
46
$712K 0.23%
8,231
47
$652K 0.21%
25,875
+41
48
$640K 0.2%
6,264
49
$635K 0.2%
+24,568
50
$625K 0.2%
29,134
+208
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