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
$318M
AUM Growth
-$9.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$996K
3
+$979K
4
VTV icon
Vanguard Value ETF
VTV
+$765K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$607K

Top Sells

1
+$444K
2
+$409K
3
+$212K
4
BAX icon
Baxter International
BAX
+$205K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$203K

Sector Composition

1 Industrials 1.7%
2 Healthcare 1.09%
3 Consumer Discretionary 1.09%
4 Financials 0.95%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.16%
2,115
52
$484K 0.15%
8,727
+1,055
53
$461K 0.15%
6,663
+2
54
$447K 0.14%
12,704
55
$447K 0.14%
2,266
56
$420K 0.13%
2,313
-83
57
$412K 0.13%
4,851
58
$402K 0.13%
1,200
59
$394K 0.12%
2,443
+2
60
$388K 0.12%
6,808
+445
61
$370K 0.12%
1,102
62
$361K 0.11%
1,316
63
$345K 0.11%
750
64
$342K 0.11%
2,860
65
$340K 0.11%
6,706
+270
66
$337K 0.11%
7,011
67
$326K 0.1%
18,705
-1,870
68
$319K 0.1%
1,561
+2
69
$305K 0.1%
4,090
+771
70
$305K 0.1%
1,300
71
$301K 0.09%
2,928
+38
72
$292K 0.09%
2,440
73
$292K 0.09%
2,500
74
$282K 0.09%
1,129
75
$280K 0.09%
3,045
1 2
3
4