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
$361M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.8M
3
+$2.93M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.78M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.75M

Top Sells

1
+$1.65M
2
+$1.54M
3
+$925K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$890K
5
COF icon
Capital One
COF
+$435K

Sector Composition

1 Industrials 1.39%
2 Healthcare 0.8%
3 Consumer Discretionary 0.71%
4 Energy 0.68%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 0.58%
41,884
+29,727
27
$2.08M 0.58%
62,370
+16,230
28
$2.01M 0.56%
41,864
+17,753
29
$1.96M 0.54%
25,119
+73
30
$1.94M 0.54%
26,140
+1,936
31
$1.75M 0.48%
+60,490
32
$1.44M 0.4%
34,351
-947
33
$1.34M 0.37%
12,566
34
$1.26M 0.35%
7,269
+21
35
$1.25M 0.35%
24,848
-1,737
36
$1.25M 0.35%
32,321
+10
37
$1.25M 0.35%
17,335
+6,552
38
$1.23M 0.34%
10,387
39
$1.23M 0.34%
6,747
+15
40
$1.15M 0.32%
22,116
-146
41
$1.03M 0.28%
23,540
-18
42
$1M 0.28%
8,027
+101
43
$869K 0.24%
+6,760
44
$868K 0.24%
19,843
-344
45
$860K 0.24%
11,584
46
$823K 0.23%
3,870
47
$783K 0.22%
8,231
48
$782K 0.22%
11,808
+6
49
$649K 0.18%
16,829
50
$641K 0.18%
29,469
+144
1
2
3 4