PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.26M
4
NSC icon
Norfolk Southern
NSC
+$829K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$674K

Top Sells

1
+$840K
2
+$490K
3
+$336K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$330K
5
TSLA icon
Tesla
TSLA
+$296K

Sector Composition

1 Industrials 1.4%
2 Healthcare 0.83%
3 Consumer Discretionary 0.67%
4 Energy 0.64%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$847K 0.19%
2,013
+400
52
$764K 0.17%
30,024
+19
53
$743K 0.17%
4,149
54
$701K 0.16%
1,667
+100
55
$686K 0.15%
4,496
56
$685K 0.15%
21,451
-6
57
$638K 0.14%
1,214
58
$598K 0.13%
2,348
-100
59
$597K 0.13%
16,116
60
$531K 0.12%
13,611
61
$510K 0.11%
6,874
62
$499K 0.11%
6,256
63
$497K 0.11%
14,882
64
$481K 0.11%
2,967
+325
65
$468K 0.1%
1,875
66
$463K 0.1%
12,368
67
$448K 0.1%
1,587
-25
68
$447K 0.1%
2,825
+162
69
$441K 0.1%
5,228
+730
70
$413K 0.09%
714
71
$406K 0.09%
3,238
72
$396K 0.09%
2,626
+75
73
$392K 0.09%
2,577
+17
74
$388K 0.09%
3,403
75
$368K 0.08%
6,108
1 2
3
4 5