PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.38M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.31M

Top Sells

1
+$2.14M
2
+$1M
3
+$625K
4
FERG icon
Ferguson
FERG
+$466K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$303K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 0.5%
20,019
-600
27
$2.56M 0.47%
99,985
+18,102
28
$2.53M 0.47%
8,863
29
$2.48M 0.46%
31,136
+5,063
30
$2.26M 0.42%
8,833
+431
31
$1.95M 0.36%
28,996
+218
32
$1.64M 0.3%
6,941
-36
33
$1.64M 0.3%
18,483
+7,678
34
$1.63M 0.3%
3,840
35
$1.4M 0.26%
47,863
-2,066
36
$1.39M 0.26%
17,947
+133
37
$1.36M 0.25%
29,568
-864
38
$1.36M 0.25%
12,623
39
$1.35M 0.25%
6,132
40
$1.34M 0.25%
6,528
+1
41
$1.32M 0.24%
19,160
+326
42
$1.28M 0.24%
2,569
43
$1.25M 0.23%
19,449
-565
44
$1.08M 0.2%
4,954
-2,532
45
$1.03M 0.19%
19,016
+23
46
$989K 0.18%
11,060
+34
47
$972K 0.18%
+3,061
48
$914K 0.17%
7,143
-361
49
$906K 0.17%
11,584
50
$879K 0.16%
1,416
1
2
3 4 5