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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.76M
3
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

1
+$1.46M
2
+$645K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$159K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.5%
19,917
-102
27
$2.82M 0.49%
9,383
+550
28
$2.77M 0.48%
31,249
+113
29
$2.73M 0.47%
8,876
+13
30
$2.63M 0.45%
101,619
+1,634
31
$2.05M 0.36%
28,778
-218
32
$1.8M 0.31%
15,364
+4
33
$1.75M 0.3%
18,508
+25
34
$1.73M 0.3%
6,812
-129
35
$1.66M 0.29%
6,528
36
$1.49M 0.26%
13,194
+571
37
$1.41M 0.24%
48,132
+269
38
$1.41M 0.24%
18,034
+87
39
$1.39M 0.24%
29,138
-430
40
$1.36M 0.24%
18,536
-624
41
$1.36M 0.24%
3,061
42
$1.33M 0.23%
2,569
43
$1.33M 0.23%
19,195
-254
44
$1.29M 0.22%
5,897
-235
45
$1.19M 0.2%
7,633
+5,508
46
$1.11M 0.19%
4,954
47
$1.11M 0.19%
19,065
+49
48
$1.08M 0.19%
11,610
+550
49
$972K 0.17%
6,970
-173
50
$948K 0.16%
1,416
1
2
3 4 5