PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
This Quarter Return
-5.81%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
+$350M
(+11%)
Cap. Flow
+$41.5M
Cap. Flow
% of AUM
11.86%
Top 10 Holdings %
Top 10 Hldgs %
72.54%
Holding
95
New
1
Increased
46
Reduced
15
Closed
5
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$5.49M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$4.86M |
| 3 |
Vanguard Growth ETF
VUG
|
$4.76M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.35M |
| 5 |
Vanguard Total Bond Market
BND
|
$3.3M |
Top Sells
| 1 |
Ferguson
FERG
|
$822K |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$764K |
| 3 |
iShares Select U.S. REIT ETF
ICF
|
$220K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$208K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$203K |
Sector Composition
| 1 | Industrials | 1.19% |
| 2 | Healthcare | 0.83% |
| 3 | Energy | 0.8% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Financials | 0.77% |
