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
$389M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.59M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.06M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$683K

Top Sells

1
+$206K
2
+$205K
3
+$189K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$111K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.78%
3 Energy 0.76%
4 Healthcare 0.65%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.59%
11,678
27
$2.22M 0.57%
37,518
-985
28
$2.05M 0.53%
60,957
29
$1.91M 0.49%
39,241
-101
30
$1.64M 0.42%
56,929
+299
31
$1.6M 0.41%
22,129
-279
32
$1.48M 0.38%
12,566
33
$1.44M 0.37%
7,355
+17
34
$1.43M 0.37%
8,333
+252
35
$1.34M 0.34%
30,925
-1,372
36
$1.29M 0.33%
33,170
37
$1.28M 0.33%
6,758
+10
38
$1.25M 0.32%
17,118
-332
39
$1.2M 0.31%
23,047
-928
40
$1.11M 0.29%
6,760
41
$1.02M 0.26%
3,840
-30
42
$993K 0.26%
10,387
43
$960K 0.25%
19,264
+2,559
44
$935K 0.24%
17,477
-1,010
45
$867K 0.22%
8,086
46
$858K 0.22%
18,788
-1,071
47
$823K 0.21%
6,477
-437
48
$803K 0.21%
11,584
49
$767K 0.2%
11,132
-706
50
$688K 0.18%
4,496
1
2
3 4