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
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$820K
3
+$768K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$562K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$600K
2
+$281K
3
+$269K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$153K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$92.3K

Sector Composition

1 Industrials 1.59%
2 Consumer Discretionary 1.21%
3 Healthcare 1.06%
4 Financials 1.04%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.14%
7,844
52
$434K 0.14%
2,140
53
$433K 0.14%
4,750
54
$428K 0.13%
11,791
55
$424K 0.13%
2,710
56
$421K 0.13%
2,604
57
$386K 0.12%
4,939
58
$381K 0.12%
2,860
59
$376K 0.12%
10,153
-819
60
$371K 0.12%
1,316
+21
61
$369K 0.12%
3,293
+1
62
$368K 0.11%
1,558
+71
63
$355K 0.11%
7,045
64
$354K 0.11%
4,851
-687
65
$341K 0.11%
2,438
+15
66
$340K 0.11%
2,540
67
$339K 0.11%
7,873
68
$327K 0.1%
6,213
+57
69
$310K 0.1%
1,200
70
$302K 0.09%
750
71
$302K 0.09%
1,106
+29
72
$297K 0.09%
4,804
73
$290K 0.09%
+5,262
74
$283K 0.09%
2,500
75
$274K 0.09%
2,890
1 2
3
4