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
$426M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.42M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$683K

Top Sells

1
+$1.24M
2
+$930K
3
+$768K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$333K

Sector Composition

1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.49%
58,910
-2,047
27
$2M 0.47%
77,874
-36,276
28
$1.99M 0.47%
8,427
-3,251
29
$1.99M 0.47%
23,858
+1,729
30
$1.83M 0.43%
36,717
-2,524
31
$1.65M 0.39%
56,726
-203
32
$1.61M 0.38%
7,374
+19
33
$1.5M 0.35%
31,140
+215
34
$1.48M 0.35%
7,686
-647
35
$1.45M 0.34%
33,966
+796
36
$1.44M 0.34%
6,771
+13
37
$1.3M 0.3%
23,122
+75
38
$1.29M 0.3%
6,656
-104
39
$1.26M 0.29%
12,566
40
$1.16M 0.27%
3,840
41
$1.14M 0.27%
13,595
-3,523
42
$1.11M 0.26%
10,196
-191
43
$1.04M 0.24%
18,775
-489
44
$1M 0.24%
17,306
-171
45
$985K 0.23%
18,826
+38
46
$954K 0.22%
6,281
-196
47
$953K 0.22%
8,069
-17
48
$883K 0.21%
11,584
49
$839K 0.2%
11,129
-3
50
$733K 0.17%
30,005
+125
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