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
$496M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.57M
3
+$1.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$759K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$650K
2
+$460K
3
+$448K
4
NSC icon
Norfolk Southern
NSC
+$406K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K

Sector Composition

1 Industrials 1.14%
2 Healthcare 0.69%
3 Energy 0.65%
4 Consumer Discretionary 0.62%
5 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$767K 0.15%
1,667
52
$764K 0.15%
11,584
53
$761K 0.15%
4,036
-1,422
54
$727K 0.15%
26,898
-1,423
55
$707K 0.14%
20,610
-337
56
$700K 0.14%
1,214
57
$637K 0.13%
3,678
+108
58
$636K 0.13%
2,348
59
$632K 0.13%
714
60
$611K 0.12%
4,496
61
$585K 0.12%
13,680
+39
62
$561K 0.11%
12,368
63
$546K 0.11%
15,816
-300
64
$542K 0.11%
6,946
65
$524K 0.11%
1,886
+11
66
$493K 0.1%
6,108
67
$491K 0.1%
1,612
+25
68
$459K 0.09%
4,791
-192
69
$458K 0.09%
2,825
70
$445K 0.09%
2,683
71
$436K 0.09%
14,580
+228
72
$431K 0.09%
2,578
73
$399K 0.08%
3,403
74
$386K 0.08%
6,143
-113
75
$385K 0.08%
2,909
1 2
3
4 5