PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
This Quarter Return
+6.65%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$542M
AUM Growth
+$542M
(+9%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
69.98%
Holding
109
New
8
Increased
45
Reduced
19
Closed
2
Top Buys
| 1 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.95M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.55M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$2.39M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.6M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$1.32M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.28M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.11M |
| 3 |
Vanguard Value ETF
VTV
|
$654K |
| 4 |
Ferguson
FERG
|
$551K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$323K |
Sector Composition
| 1 | Industrials | 1.02% |
| 2 | Consumer Discretionary | 0.71% |
| 3 | Healthcare | 0.62% |
| 4 | Energy | 0.61% |
| 5 | Technology | 0.6% |
