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
$350M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.86M
3
+$4.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
BND icon
Vanguard Total Bond Market
BND
+$3.3M

Top Sells

1
+$5.02M
2
+$4.52M
3
+$822K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$764K
5
TSLA icon
Tesla
TSLA
+$432K

Sector Composition

1 Industrials 1.19%
2 Healthcare 0.83%
3 Energy 0.8%
4 Consumer Discretionary 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.44%
46,140
+8,042
27
$1.45M 0.42%
35,298
+13
28
$1.41M 0.4%
12,566
29
$1.34M 0.38%
26,585
+8,972
30
$1.31M 0.37%
7,248
+1,324
31
$1.3M 0.37%
32,311
+158
32
$1.29M 0.37%
6,732
+1,904
33
$1.2M 0.34%
7,926
+1
34
$1.19M 0.34%
24,111
+2,868
35
$1.15M 0.33%
22,262
+15,287
36
$1.09M 0.31%
10,387
37
$1.08M 0.31%
23,558
-35
38
$960K 0.27%
38,251
+13,683
39
$924K 0.26%
20,187
+39
40
$873K 0.25%
3,870
+799
41
$869K 0.25%
11,584
42
$828K 0.24%
8,231
43
$822K 0.23%
10,783
+956
44
$769K 0.22%
11,802
45
$711K 0.2%
4,939
46
$677K 0.19%
16,829
47
$676K 0.19%
750
48
$652K 0.19%
25,941
+66
49
$649K 0.19%
12,157
-1,432
50
$642K 0.18%
4,149
+1,173
1
2
3 4