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
$389M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.59M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.06M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$683K

Top Sells

1
+$206K
2
+$205K
3
+$189K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$111K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.78%
3 Energy 0.76%
4 Healthcare 0.65%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$673K 0.17%
29,880
+160
52
$630K 0.16%
4,149
53
$603K 0.16%
6,830
+2
54
$561K 0.14%
21,397
-4,235
55
$519K 0.13%
1,209
56
$514K 0.13%
1,467
-150
57
$509K 0.13%
2,448
+180
58
$496K 0.13%
16,116
59
$486K 0.13%
1,538
+149
60
$465K 0.12%
2,115
61
$441K 0.11%
12,368
62
$440K 0.11%
6,844
63
$437K 0.11%
6,256
+242
64
$434K 0.11%
714
65
$418K 0.11%
1,587
+465
66
$390K 0.1%
5,697
-203
67
$389K 0.1%
13,611
68
$385K 0.1%
2,642
+200
69
$373K 0.1%
14,882
70
$361K 0.09%
2,317
71
$358K 0.09%
+2,124
72
$350K 0.09%
6,573
+1,200
73
$338K 0.09%
3,238
74
$338K 0.09%
2,560
75
$334K 0.09%
2,551
+251
1 2
3
4