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
$327M
AUM Growth
+$6.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.54M
3
+$2.05M
4
VTV icon
Vanguard Value ETF
VTV
+$1.42M
5
VUG icon
Vanguard Growth ETF
VUG
+$794K

Top Sells

1
+$520K
2
+$376K
3
+$283K
4
SBUX icon
Starbucks
SBUX
+$211K
5
MDT icon
Medtronic
MDT
+$208K

Sector Composition

1 Industrials 1.71%
2 Financials 1.12%
3 Consumer Discretionary 1.12%
4 Healthcare 1.04%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.09%
1,129
77
$286K 0.09%
4,810
+6
78
$283K 0.09%
5,323
+61
79
$277K 0.08%
1,802
+3
80
$276K 0.08%
750
81
$267K 0.08%
2,506
+21
82
$255K 0.08%
3,319
+8
83
$254K 0.08%
2,403
+354
84
$230K 0.07%
3,446
85
$229K 0.07%
891
86
$226K 0.07%
2,106
+4
87
$221K 0.07%
4,908
88
$219K 0.07%
4,140
+5
89
$218K 0.07%
7,222
90
$212K 0.06%
4,367
91
$205K 0.06%
+2,384
92
$203K 0.06%
+2,843
93
– –
-1,285
94
– –
-1,662
95
– –
-600
96
– –
-1,915
97
– –
-10,153
1 2 3
4