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
$327M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.54M
3
+$2.05M
4
VTV icon
Vanguard Value ETF
VTV
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$794K

Top Sells

1
+$520K
2
+$376K
3
+$283K
4
SBUX icon
Starbucks
SBUX
+$211K
5
MDT icon
Medtronic
MDT
+$208K

Sector Composition

1 Industrials 1.71%
2 Financials 1.12%
3 Consumer Discretionary 1.12%
4 Healthcare 1.04%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$491K 0.15%
6,661
-148
52
$475K 0.15%
4,939
53
$464K 0.14%
12,704
+913
54
$463K 0.14%
7,672
+6
55
$444K 0.14%
2,710
56
$409K 0.13%
4,750
57
$402K 0.12%
2,396
-208
58
$393K 0.12%
6,363
+2,222
59
$388K 0.12%
1,316
60
$384K 0.12%
4,851
61
$384K 0.12%
2,860
62
$381K 0.12%
2,441
+3
63
$356K 0.11%
7,011
-862
64
$352K 0.11%
1,102
-4
65
$344K 0.11%
1,200
66
$344K 0.11%
1,559
+1
67
$328K 0.1%
2,440
-100
68
$327K 0.1%
6,436
+223
69
$323K 0.1%
20,575
+5,690
70
$321K 0.1%
6,595
-450
71
$312K 0.1%
2,890
72
$310K 0.1%
1,300
73
$303K 0.09%
3,045
-248
74
$294K 0.09%
2,500
75
$289K 0.09%
8,250
+41
1 2
3
4