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
$361M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.8M
3
+$2.93M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.78M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.75M

Top Sells

1
+$1.65M
2
+$1.54M
3
+$925K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$890K
5
COF icon
Capital One
COF
+$435K

Sector Composition

1 Industrials 1.39%
2 Healthcare 0.8%
3 Consumer Discretionary 0.71%
4 Energy 0.68%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.17%
4,149
52
$622K 0.17%
25,718
-223
53
$605K 0.17%
4,496
-443
54
$593K 0.16%
6,914
+236
55
$559K 0.15%
6,014
56
$527K 0.15%
17,052
57
$525K 0.15%
13,132
+208
58
$500K 0.14%
714
-36
59
$492K 0.14%
2,115
60
$463K 0.13%
8,738
61
$461K 0.13%
1,205
62
$451K 0.12%
2,268
63
$450K 0.12%
7,234
+2,408
64
$413K 0.11%
2,316
+2
65
$369K 0.1%
2,437
66
$367K 0.1%
6,350
-82
67
$359K 0.1%
7,011
68
$340K 0.09%
3,238
69
$328K 0.09%
1,057
-45
70
$321K 0.09%
6,874
+161
71
$313K 0.09%
1,306
72
$307K 0.09%
18,705
73
$305K 0.08%
4,851
74
$301K 0.08%
4,478
-534
75
$297K 0.08%
1,122
1 2
3
4