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
$496M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.57M
3
+$1.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$759K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$650K
2
+$460K
3
+$448K
4
NSC icon
Norfolk Southern
NSC
+$406K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K

Sector Composition

1 Industrials 1.14%
2 Healthcare 0.69%
3 Energy 0.65%
4 Consumer Discretionary 0.62%
5 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.5%
10,028
-1,633
27
$2.49M 0.5%
48,014
-121
28
$2.32M 0.47%
8,826
+1,436
29
$2.16M 0.44%
24,885
+74
30
$2.08M 0.42%
79,620
+2,735
31
$1.65M 0.33%
6,950
+12
32
$1.64M 0.33%
25,996
+2,638
33
$1.58M 0.32%
6,782
-1
34
$1.51M 0.3%
32,155
-725
35
$1.49M 0.3%
12,670
36
$1.45M 0.29%
18,544
+205
37
$1.44M 0.29%
3,840
38
$1.42M 0.29%
48,136
-377
39
$1.32M 0.27%
6,656
40
$1.31M 0.26%
22,209
-231
41
$1.21M 0.24%
19,729
-890
42
$1.18M 0.24%
18,231
-51
43
$1.14M 0.23%
6,132
44
$1.12M 0.23%
11,984
-794
45
$1.05M 0.21%
18,926
+37
46
$1M 0.2%
2,327
+291
47
$946K 0.19%
7,504
48
$932K 0.19%
11,139
-25
49
$787K 0.16%
4,149
50
$784K 0.16%
8,871
-476
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2
3 4 5