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
$380M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$825K
3
+$667K
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$537K

Top Sells

1
+$305K
2
+$275K
3
+$252K
4
UNH icon
UnitedHealth
UNH
+$207K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$164K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.79%
3 Healthcare 0.66%
4 Energy 0.63%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$680K 0.18%
29,500
+31
52
$652K 0.17%
25,572
-146
53
$632K 0.17%
4,149
54
$595K 0.16%
4,496
55
$542K 0.14%
10,990
+6,033
56
$521K 0.14%
6,825
-1,913
57
$495K 0.13%
1,205
58
$483K 0.13%
16,116
-936
59
$473K 0.12%
2,115
60
$453K 0.12%
2,268
61
$452K 0.12%
6,764
-470
62
$447K 0.12%
6,014
63
$427K 0.11%
13,582
+450
64
$405K 0.11%
714
65
$394K 0.1%
6,159
-191
66
$377K 0.1%
1,306
67
$364K 0.1%
26,018
+7,313
68
$363K 0.1%
2,440
+3
69
$359K 0.09%
2,316
70
$344K 0.09%
3,238
71
$329K 0.09%
6,874
72
$326K 0.09%
1,057
73
$314K 0.08%
1,122
74
$310K 0.08%
3,407
75
$290K 0.08%
1,489
+2
1 2
3
4