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
+$890K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$820K
3
+$768K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$562K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$479K

Top Sells

1
+$600K
2
+$281K
3
+$269K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$153K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$92.3K

Sector Composition

1 Industrials 1.59%
2 Consumer Discretionary 1.21%
3 Healthcare 1.06%
4 Financials 1.04%
5 Energy 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.08%
1,129
+7
77
$271K 0.08%
2,485
-41
78
$269K 0.08%
+8,209
79
$262K 0.08%
4,141
+263
80
$262K 0.08%
1,799
-14
81
$259K 0.08%
3,311
+8
82
$255K 0.08%
1,300
83
$236K 0.07%
2,102
84
$228K 0.07%
4,908
85
$227K 0.07%
891
86
$226K 0.07%
7,222
87
$225K 0.07%
3,446
88
$224K 0.07%
4,367
89
$217K 0.07%
4,135
+10
90
$212K 0.07%
14,885
91
$211K 0.07%
1,915
+46
92
$208K 0.07%
1,662
+48
93
$206K 0.06%
1,285
94
$204K 0.06%
600
95
$203K 0.06%
2,049
+37
1 2 3
4