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
$393M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$933K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$803K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$297K

Top Sells

1
+$796K
2
+$466K
3
+$400K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
TFC icon
Truist Financial
TFC
+$301K

Sector Composition

1 Industrials 1.3%
2 Consumer Discretionary 0.82%
3 Healthcare 0.71%
4 Energy 0.58%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$693K 0.18%
29,720
+220
52
$655K 0.17%
4,149
53
$611K 0.16%
4,496
54
$599K 0.15%
6,828
+3
55
$551K 0.14%
1,617
+560
56
$550K 0.14%
16,116
57
$539K 0.14%
1,209
+4
58
$531K 0.14%
12,368
-4,461
59
$512K 0.13%
2,268
60
$473K 0.12%
1,389
+83
61
$462K 0.12%
6,844
+80
62
$450K 0.11%
2,115
63
$434K 0.11%
14,882
+1,300
64
$416K 0.11%
5,900
-259
65
$416K 0.11%
6,014
66
$413K 0.11%
13,611
-9,929
67
$383K 0.1%
2,317
+1
68
$371K 0.09%
2,442
+2
69
$356K 0.09%
24,088
-1,930
70
$356K 0.09%
3,238
71
$335K 0.09%
1,122
72
$329K 0.08%
3,407
73
$326K 0.08%
6,878
+4
74
$313K 0.08%
714
75
$312K 0.08%
1,191
-9
1 2
3
4