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
$490M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.77M
3
+$792K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$664K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K

Top Sells

1
+$683K
2
+$643K
3
+$611K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$566K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$532K

Sector Composition

1 Industrials 0.97%
2 Consumer Discretionary 0.69%
3 Energy 0.67%
4 Healthcare 0.64%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$768K 0.16%
4,149
52
$757K 0.15%
1,669
+2
53
$714K 0.15%
20,642
+32
54
$671K 0.14%
8,871
55
$668K 0.14%
26,869
-29
56
$617K 0.13%
8,777
+1,831
57
$598K 0.12%
4,496
58
$593K 0.12%
13,680
59
$585K 0.12%
3,487
-191
60
$579K 0.12%
2,348
61
$564K 0.12%
3,382
-654
62
$552K 0.11%
6,108
63
$549K 0.11%
5,666
+2,230
64
$540K 0.11%
922
+306
65
$537K 0.11%
12,368
66
$528K 0.11%
9,525
-10,204
67
$510K 0.1%
15,816
68
$491K 0.1%
2,579
+1
69
$467K 0.1%
1,612
70
$460K 0.09%
2,432
-251
71
$433K 0.09%
1,886
72
$431K 0.09%
3,403
73
$419K 0.09%
14,580
74
$407K 0.08%
2,815
-10
75
$390K 0.08%
3,840
-951
1 2
3
4 5