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
$320M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$39.6M
3
+$35.8M
4
VTV icon
Vanguard Value ETF
VTV
+$30.3M
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.14%
+4,939
52
$430K 0.13%
+2,710
53
$429K 0.13%
+2,604
54
$420K 0.13%
+10,972
55
$415K 0.13%
+2,140
56
$413K 0.13%
+11,791
57
$407K 0.13%
+5,538
58
$401K 0.13%
+4,223
59
$400K 0.13%
+750
60
$389K 0.12%
+7,045
61
$373K 0.12%
+3,292
62
$358K 0.11%
+2,860
63
$352K 0.11%
+1,487
64
$351K 0.11%
+1,295
65
$327K 0.1%
+2,423
66
$323K 0.1%
+6,156
67
$322K 0.1%
+4,804
68
$310K 0.1%
+2,540
69
$308K 0.1%
+7,873
70
$299K 0.09%
+1,077
71
$287K 0.09%
+2,500
72
$286K 0.09%
+2,890
73
$286K 0.09%
+1,300
74
$285K 0.09%
+2,526
75
$272K 0.09%
+1,200
1 2
3
4