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
$315M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.23M
3
+$1.49M
4
VTV icon
Vanguard Value ETF
VTV
+$1.11M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.09M

Top Sells

1
+$284K
2
+$253K
3
+$252K
4
DUK icon
Duke Energy
DUK
+$218K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$214K

Sector Composition

1 Industrials 1.61%
2 Healthcare 1.03%
3 Consumer Discretionary 1%
4 Financials 0.86%
5 Energy 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$605K 0.19%
4,939
52
$556K 0.18%
17,052
53
$545K 0.17%
2,115
54
$493K 0.16%
1,205
55
$476K 0.15%
4,395
+37
56
$466K 0.15%
2,267
+1
57
$460K 0.15%
+2,976
58
$456K 0.14%
750
59
$440K 0.14%
12,924
+220
60
$432K 0.14%
6,511
-152
61
$403K 0.13%
4,851
62
$403K 0.13%
8,735
+8
63
$384K 0.12%
2,314
+1
64
$381K 0.12%
3,442
+942
65
$360K 0.11%
3,600
+2,400
66
$359K 0.11%
6,975
+167
67
$356K 0.11%
4,994
+904
68
$348K 0.11%
1,316
69
$343K 0.11%
2,448
+5
70
$336K 0.11%
6,796
+90
71
$335K 0.11%
7,011
72
$333K 0.11%
6,918
+2,533
73
$321K 0.1%
3,588
+543
74
$320K 0.1%
+5,426
75
$319K 0.1%
18,705
1 2
3
4