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
$490M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.77M
3
+$792K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$664K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K

Top Sells

1
+$683K
2
+$643K
3
+$611K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$566K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$532K

Sector Composition

1 Industrials 0.97%
2 Consumer Discretionary 0.69%
3 Energy 0.67%
4 Healthcare 0.64%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.49%
47,116
-13,346
27
$2.39M 0.49%
8,850
+24
28
$2.33M 0.48%
93,263
+13,643
29
$2.23M 0.45%
25,544
+659
30
$1.97M 0.4%
8,402
-1,626
31
$1.68M 0.34%
29,330
+3,334
32
$1.67M 0.34%
6,966
+16
33
$1.63M 0.33%
6,527
-255
34
$1.54M 0.31%
3,840
35
$1.48M 0.3%
50,946
+2,810
36
$1.4M 0.29%
18,773
+229
37
$1.35M 0.28%
12,551
-119
38
$1.35M 0.27%
6,132
39
$1.24M 0.25%
31,328
-827
40
$1.24M 0.25%
20,477
-1,732
41
$1.14M 0.23%
6,566
-90
42
$1.1M 0.22%
18,634
+403
43
$1.06M 0.22%
18,961
+35
44
$984K 0.2%
10,890
-1,094
45
$935K 0.19%
2,219
-108
46
$858K 0.17%
11,584
47
$856K 0.17%
7,504
48
$844K 0.17%
11,166
+27
49
$833K 0.17%
1,416
+202
50
$790K 0.16%
714
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2
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