PIFP
Partners in Financial Planning Portfolio holdings
AUM $498M
AUM
$498M
AUM Growth
+$7.38M (+2%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
2.8%
Top 10 Holdings %Top 10 Hldgs %
71.38%
Holding
109
New
2
Increased
45
Reduced
22
Closed
8
Top Buys
| 1 | $2.76M | |
| 2 | $1.68M | |
| 3 | $1.56M | |
| 4 | $1.02M | |
| 5 | $1M |
Top Sells
| 1 | $291K | |
| 2 | $118K | |
| 3 | $73.4K | |
| 4 | $72.8K | |
| 5 | $64.6K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $376K | 0.08% | 2,433 +1 | +0% | +$155 | |||
| $372K | 0.07% | 9,462 +16 | +0.2% | +$630 | |||
| $367K | 0.07% | 2,909 | – | – | |||
| $356K | 0.07% | 617 | – | – | |||
| $355K | 0.07% | 2,125 +1 | +0.1% | +$167 | |||
| $337K | 0.07% | 1,378 +2 | +0.2% | +$489 | |||
| $333K | 0.07% | 3,590 -250 | -7% | -$23.2K | |||
| $317K | 0.06% | 5,428 +6 | +0.1% | +$350 | |||
| $298K | 0.06% | 2,163 | – | – | |||
| $298K | 0.06% | 12,854 -428 | -3% | -$9.91K | |||
| $297K | 0.06% | 2,844 -9 | -0.3% | -$941 | |||
| $286K | 0.06% | 936 +98 | +12% | +$29.9K | |||
| $283K | 0.06% | 1,200 | – | – | |||
| $276K | 0.06% | 1,316 | – | – | |||
| $271K | 0.05% | 1,511 | – | – | |||
| $260K | 0.05% | 1,365 -31 | -2% | -$5.91K | |||
| $244K | 0.05% | 1,457 | – | – | |||
| $242K | 0.05% | 4,045 | – | – | |||
| $235K | 0.05% | 14,547 | – | – | |||
| $234K | 0.05% | 5,345 | – | – | |||
| $220K | 0.04% | 421 | – | – | |||
| $219K | 0.04% | 2,386 | New | +$219K | |||
| $218K | 0.04% | 8,604 -231 | -3% | -$5.85K | |||
| $217K | 0.04% | 1,349 +7 | +0.5% | +$1.12K | |||
| $212K | 0.04% | 3,446 | – | – |
