PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.26M
4
NSC icon
Norfolk Southern
NSC
+$829K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$674K

Top Sells

1
+$840K
2
+$490K
3
+$336K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$330K
5
TSLA icon
Tesla
TSLA
+$296K

Sector Composition

1 Industrials 1.4%
2 Healthcare 0.83%
3 Consumer Discretionary 0.67%
4 Energy 0.64%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.51%
62,901
+3,991
27
$1.96M 0.44%
77,675
-199
28
$1.95M 0.43%
23,464
-394
29
$1.83M 0.41%
36,717
30
$1.77M 0.39%
7,390
+16
31
$1.68M 0.37%
31,219
+79
32
$1.64M 0.37%
56,751
+25
33
$1.59M 0.35%
6,961
+190
34
$1.46M 0.33%
12,566
35
$1.45M 0.32%
6,656
36
$1.38M 0.31%
32,762
-1,204
37
$1.38M 0.31%
18,263
-11,147
38
$1.36M 0.3%
23,154
+32
39
$1.3M 0.29%
7,583
-103
40
$1.29M 0.29%
3,840
41
$1.17M 0.26%
20,370
+1,595
42
$1.14M 0.25%
7,674
-395
43
$1.12M 0.25%
12,864
-731
44
$1.11M 0.25%
11,584
45
$1.1M 0.24%
6,078
-203
46
$1.06M 0.24%
17,516
+210
47
$1.03M 0.23%
18,847
+21
48
$957K 0.21%
6,834
+3
49
$889K 0.2%
11,129
50
$887K 0.2%
9,437
-759
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