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
$460M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.53M
3
+$2.04M
4
VTV icon
Vanguard Value ETF
VTV
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$844K

Top Sells

1
+$489K
2
+$459K
3
+$266K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$238K
5
GE icon
GE Aerospace
GE
+$219K

Sector Composition

1 Industrials 1.24%
2 Healthcare 0.75%
3 Energy 0.65%
4 Consumer Discretionary 0.61%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.52%
63,868
+967
27
$2.4M 0.52%
48,135
+11,418
28
$1.94M 0.42%
24,811
+1,347
29
$1.93M 0.42%
76,885
-790
30
$1.84M 0.4%
7,390
31
$1.51M 0.33%
6,938
-23
32
$1.46M 0.32%
12,670
+104
33
$1.43M 0.31%
6,783
-800
34
$1.4M 0.3%
48,513
-8,238
35
$1.4M 0.3%
3,840
36
$1.37M 0.3%
18,339
+76
37
$1.37M 0.3%
23,358
+204
38
$1.33M 0.29%
32,880
+118
39
$1.29M 0.28%
6,656
40
$1.25M 0.27%
22,440
-8,779
41
$1.22M 0.27%
20,619
+249
42
$1.19M 0.26%
6,132
+54
43
$1.1M 0.24%
18,282
+766
44
$1.1M 0.24%
12,778
-86
45
$1.07M 0.23%
11,584
46
$980K 0.21%
18,889
+42
47
$972K 0.21%
7,504
-170
48
$910K 0.2%
2,036
+23
49
$874K 0.19%
11,164
+35
50
$868K 0.19%
5,458
-1,376
1
2
3 4 5