PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
This Quarter Return
-12.06%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$315M
AUM Growth
+$315M
(-1%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
5.03%
Top 10 Holdings %
Top 10 Hldgs %
74.08%
Holding
97
New
7
Increased
50
Reduced
14
Closed
3
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.84M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.23M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.49M |
| 4 |
Vanguard Value ETF
VTV
|
$1.11M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$1.09M |
Top Sells
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$284K |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$253K |
| 3 |
Vanguard US Value Factor ETF
VFVA
|
$252K |
| 4 |
Duke Energy
DUK
|
$218K |
| 5 |
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% |
