PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.38M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.31M

Top Sells

1
+$2.14M
2
+$1M
3
+$625K
4
FERG icon
Ferguson
FERG
+$466K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$303K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.15%
1,669
52
$806K 0.15%
4,151
+1
53
$798K 0.15%
27,171
+251
54
$754K 0.14%
2,142
55
$753K 0.14%
21,001
+316
56
$742K 0.14%
8,893
+116
57
$658K 0.12%
2,556
-1,222
58
$641K 0.12%
4,023
+6
59
$637K 0.12%
14,808
60
$623K 0.11%
4,496
61
$609K 0.11%
6,231
62
$568K 0.1%
919
+2
63
$567K 0.1%
7,976
64
$563K 0.1%
5,671
+15
65
$521K 0.1%
2,349
+1
66
$516K 0.1%
15,816
67
$505K 0.09%
12,368
68
$489K 0.09%
924
-12
69
$472K 0.09%
3,403
70
$471K 0.09%
1,612
71
$458K 0.08%
2,515
72
$458K 0.08%
2,580
73
$455K 0.08%
617
74
$435K 0.08%
16,011
+1,431
75
$432K 0.08%
2,449
+16
1 2
3
4 5