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
$380M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$825K
3
+$667K
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$537K

Top Sells

1
+$305K
2
+$275K
3
+$252K
4
UNH icon
UnitedHealth
UNH
+$207K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$164K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.79%
3 Healthcare 0.66%
4 Energy 0.63%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.61%
41,800
-84
27
$2.07M 0.55%
25,826
+707
28
$2.05M 0.54%
60,027
-2,343
29
$1.99M 0.52%
26,083
-57
30
$1.98M 0.52%
40,509
-1,355
31
$1.73M 0.46%
59,151
-1,339
32
$1.38M 0.36%
33,977
-374
33
$1.38M 0.36%
12,566
34
$1.37M 0.36%
7,322
+53
35
$1.34M 0.35%
32,443
+122
36
$1.32M 0.35%
8,024
-3
37
$1.31M 0.34%
24,442
-406
38
$1.28M 0.34%
6,738
-9
39
$1.27M 0.34%
10,387
40
$1.27M 0.33%
17,249
-86
41
$1.23M 0.32%
22,196
+80
42
$958K 0.25%
11,584
43
$946K 0.25%
3,870
44
$931K 0.24%
8,231
45
$904K 0.24%
6,760
46
$882K 0.23%
19,814
-29
47
$845K 0.22%
11,808
48
$803K 0.21%
23,540
49
$714K 0.19%
6,914
50
$691K 0.18%
16,829
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