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
$393M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$933K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$803K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$297K

Top Sells

1
+$796K
2
+$466K
3
+$400K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
TFC icon
Truist Financial
TFC
+$301K

Sector Composition

1 Industrials 1.3%
2 Consumer Discretionary 0.82%
3 Healthcare 0.71%
4 Energy 0.58%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.35M 0.6%
38,503
-3,297
27
$2.31M 0.59%
29,213
+3,387
28
$2.1M 0.53%
60,957
+930
29
$1.94M 0.49%
39,342
-1,167
30
$1.73M 0.44%
22,408
-3,675
31
$1.63M 0.42%
56,630
-2,521
32
$1.57M 0.4%
8,081
+57
33
$1.49M 0.38%
7,338
+16
34
$1.44M 0.37%
32,297
-146
35
$1.35M 0.34%
12,566
36
$1.34M 0.34%
17,450
+201
37
$1.34M 0.34%
6,748
+10
38
$1.33M 0.34%
33,170
-807
39
$1.3M 0.33%
23,975
-467
40
$1.15M 0.29%
10,387
41
$1.09M 0.28%
11,584
42
$1.06M 0.27%
3,870
43
$1.06M 0.27%
6,760
44
$1.04M 0.26%
18,487
-3,709
45
$921K 0.23%
19,859
+45
46
$901K 0.23%
6,914
47
$881K 0.22%
8,086
-145
48
$868K 0.22%
16,705
+5,715
49
$858K 0.22%
11,838
+30
50
$696K 0.18%
25,632
+60
1
2
3 4