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
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$796K 0.16%
1,416
52
$781K 0.16%
4,150
+1
53
$756K 0.15%
3,778
+396
54
$718K 0.14%
4,496
55
$705K 0.14%
26,920
+51
56
$684K 0.14%
4,017
+530
57
$682K 0.14%
20,685
+43
58
$664K 0.13%
8,777
59
$609K 0.12%
14,808
+1,128
60
$559K 0.11%
5,656
-10
61
$559K 0.11%
12,368
62
$548K 0.11%
2,348
63
$547K 0.11%
6,231
+123
64
$513K 0.1%
917
-5
65
$506K 0.1%
7,976
-895
66
$504K 0.1%
1,612
67
$467K 0.09%
2,815
68
$465K 0.09%
15,816
69
$417K 0.08%
3,145
+857
70
$403K 0.08%
2,580
+1
71
$400K 0.08%
5,906
+1
72
$400K 0.08%
3,403
73
$399K 0.08%
2,515
74
$388K 0.08%
14,580
75
$384K 0.08%
1,875
-11
1 2
3
4 5