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
$460M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.53M
3
+$2.04M
4
VTV icon
Vanguard Value ETF
VTV
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$844K

Top Sells

1
+$489K
2
+$459K
3
+$266K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$238K
5
GE icon
GE Aerospace
GE
+$219K

Sector Composition

1 Industrials 1.24%
2 Healthcare 0.75%
3 Energy 0.65%
4 Consumer Discretionary 0.61%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$724K 0.16%
4,149
52
$720K 0.16%
28,321
-1,703
53
$704K 0.15%
9,347
-90
54
$678K 0.15%
1,667
55
$675K 0.15%
20,947
-504
56
$664K 0.14%
1,214
57
$663K 0.14%
4,496
58
$589K 0.13%
3,570
+603
59
$539K 0.12%
16,116
60
$530K 0.12%
13,641
+30
61
$524K 0.11%
714
62
$518K 0.11%
2,348
63
$509K 0.11%
12,368
64
$505K 0.11%
6,946
+72
65
$489K 0.11%
2,683
+57
66
$473K 0.1%
2,578
+1
67
$468K 0.1%
1,875
68
$461K 0.1%
4,983
-245
69
$414K 0.09%
6,108
70
$413K 0.09%
2,825
71
$406K 0.09%
14,352
-530
72
$405K 0.09%
1,587
73
$376K 0.08%
3,403
74
$369K 0.08%
6,256
75
$351K 0.08%
2,909
-329
1 2
3
4 5