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
$350M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.86M
3
+$4.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
BND icon
Vanguard Total Bond Market
BND
+$3.3M

Top Sells

1
+$5.02M
2
+$4.52M
3
+$822K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$764K
5
TSLA icon
Tesla
TSLA
+$432K

Sector Composition

1 Industrials 1.19%
2 Healthcare 0.83%
3 Energy 0.8%
4 Consumer Discretionary 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.18%
29,325
+191
52
$629K 0.18%
6,678
53
$585K 0.17%
6,014
-250
54
$527K 0.15%
17,052
55
$500K 0.14%
12,924
56
$487K 0.14%
2,115
57
$479K 0.14%
1,205
58
$476K 0.14%
2,268
+1
59
$465K 0.13%
8,738
+3
60
$435K 0.12%
4,395
61
$408K 0.12%
2,314
62
$396K 0.11%
6,432
-79
63
$351K 0.1%
3,238
-204
64
$348K 0.1%
5,012
+18
65
$347K 0.1%
2,437
-11
66
$343K 0.1%
18,705
67
$342K 0.1%
1,102
68
$338K 0.1%
7,011
69
$320K 0.09%
6,713
-83
70
$315K 0.09%
3,646
+58
71
$315K 0.09%
1,306
-10
72
$307K 0.09%
1,122
-7
73
$298K 0.09%
752
+182
74
$295K 0.08%
4,826
-600
75
$287K 0.08%
4,851
1 2
3
4