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
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.48%
47,243
+127
27
$2.28M 0.46%
8,863
+13
28
$2.09M 0.42%
81,883
-11,380
29
$2.04M 0.41%
26,073
+529
30
$1.99M 0.4%
8,402
31
$1.75M 0.35%
28,778
-552
32
$1.55M 0.31%
6,977
+11
33
$1.5M 0.3%
12,623
+72
34
$1.46M 0.29%
49,929
-1,017
35
$1.45M 0.29%
6,527
36
$1.39M 0.28%
3,840
37
$1.36M 0.27%
17,814
-959
38
$1.23M 0.25%
30,432
-896
39
$1.2M 0.24%
7,486
+920
40
$1.17M 0.24%
18,834
+200
41
$1.17M 0.23%
6,132
42
$1.16M 0.23%
20,014
-463
43
$978K 0.2%
18,993
+32
44
$964K 0.19%
2,569
+350
45
$946K 0.19%
714
46
$939K 0.19%
7,504
47
$901K 0.18%
11,026
-140
48
$897K 0.18%
10,805
-85
49
$889K 0.18%
1,669
50
$840K 0.17%
11,584
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2
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