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
$426M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.42M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$683K

Top Sells

1
+$1.24M
2
+$930K
3
+$768K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$333K

Sector Composition

1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$696K 0.16%
6,831
+1
52
$686K 0.16%
4,149
53
$648K 0.15%
4,496
54
$627K 0.15%
21,457
+60
55
$607K 0.14%
1,613
+75
56
$580K 0.14%
1,214
+5
57
$559K 0.13%
1,567
+100
58
$559K 0.13%
16,116
59
$545K 0.13%
2,448
60
$503K 0.12%
13,611
61
$494K 0.12%
6,256
62
$484K 0.11%
6,874
+30
63
$481K 0.11%
14,882
64
$478K 0.11%
1,612
+25
65
$474K 0.11%
12,368
66
$434K 0.1%
1,875
-240
67
$417K 0.1%
2,663
+346
68
$387K 0.09%
2,642
69
$377K 0.09%
3,238
70
$374K 0.09%
714
71
$361K 0.08%
2,560
72
$356K 0.08%
2,551
73
$356K 0.08%
3,403
74
$338K 0.08%
4,498
-1,199
75
$336K 0.08%
7,073
+144
1 2
3
4 5