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
$350M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.86M
3
+$4.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
BND icon
Vanguard Total Bond Market
BND
+$3.3M

Top Sells

1
+$5.02M
2
+$4.52M
3
+$822K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$764K
5
TSLA icon
Tesla
TSLA
+$432K

Sector Composition

1 Industrials 1.19%
2 Healthcare 0.83%
3 Energy 0.8%
4 Consumer Discretionary 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.08%
2,928
77
$276K 0.08%
1,485
-67
78
$274K 0.08%
1,300
79
$273K 0.08%
5,445
80
$268K 0.08%
1,813
+5
81
$264K 0.08%
2,700
-51,300
82
$238K 0.07%
2,440
-46,360
83
$237K 0.07%
7,879
+12
84
$230K 0.07%
6,040
85
$228K 0.07%
2,285
+2
86
$217K 0.06%
410
87
$216K 0.06%
1,200
-2,400
88
$207K 0.06%
2,110
+2
89
$206K 0.06%
4,398
-2,520
90
$204K 0.06%
891
91
– –
-6,933
92
– –
-3,446
93
– –
-4,155
94
– –
-1,378
95
– –
-15,555
1 2 3
4