PIFP

Partners in Financial Planning Portfolio holdings

AUM $542M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$39.6M
3
+$35.8M
4
VTV icon
Vanguard Value ETF
VTV
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.73%
2 Consumer Discretionary 1.24%
3 Healthcare 0.99%
4 Financials 0.98%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.08%
+1,813
77
$262K 0.08%
+3,303
78
$259K 0.08%
+1,122
79
$255K 0.08%
+3,878
80
$240K 0.08%
+2,102
81
$231K 0.07%
+4,908
82
$228K 0.07%
+4,367
83
$228K 0.07%
+891
84
$226K 0.07%
+7,222
85
$225K 0.07%
+3,446
86
$222K 0.07%
+4,125
87
$213K 0.07%
+1,285
88
$209K 0.07%
+1,869
89
$209K 0.07%
+600
90
$201K 0.06%
+2,012
91
$200K 0.06%
+1,614
92
$186K 0.06%
+14,885
1 2 3
4