PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
This Quarter Return
+4.78%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
–
Cap. Flow
+$320M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
74.03%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$39.7M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$39.6M |
| 3 |
Vanguard Growth ETF
VUG
|
$35.8M |
| 4 |
Vanguard Value ETF
VTV
|
$30.3M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 1.73% |
| 2 | Consumer Discretionary | 1.24% |
| 3 | Healthcare | 0.99% |
| 4 | Financials | 0.98% |
| 5 | Energy | 0.58% |
