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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.76M
3
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

1
+$1.46M
2
+$645K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$159K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$901K 0.16%
11,584
52
$845K 0.15%
4,153
+2
53
$839K 0.15%
1,669
54
$804K 0.14%
20,844
-157
55
$777K 0.13%
2,584
+28
56
$776K 0.13%
8,893
57
$776K 0.13%
24,729
-2,442
58
$677K 0.12%
14,808
59
$667K 0.12%
2,142
60
$660K 0.11%
4,066
+1,551
61
$642K 0.11%
6,231
62
$631K 0.11%
21,431
+5,420
63
$629K 0.11%
2,581
+1
64
$619K 0.11%
4,030
+7
65
$613K 0.11%
920
+1
66
$590K 0.1%
2,350
+1
67
$572K 0.1%
930
+6
68
$570K 0.1%
5,687
+16
69
$562K 0.1%
15,816
70
$559K 0.1%
2,299
-150
71
$556K 0.1%
7,976
72
$490K 0.08%
1,612
73
$485K 0.08%
3,404
+1
74
$480K 0.08%
2,590
-100
75
$462K 0.08%
14,655
+106
1 2
3
4 5