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
$361M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.8M
3
+$2.93M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.78M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.75M

Top Sells

1
+$1.65M
2
+$1.54M
3
+$925K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$890K
5
COF icon
Capital One
COF
+$435K

Sector Composition

1 Industrials 1.39%
2 Healthcare 0.8%
3 Consumer Discretionary 0.71%
4 Energy 0.68%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$293K 0.08%
2,890
-38
77
$286K 0.08%
752
78
$283K 0.08%
3,407
-239
79
$270K 0.07%
1,300
80
$265K 0.07%
1,487
+2
81
$265K 0.07%
1,817
+4
82
$257K 0.07%
5,373
-72
83
$242K 0.07%
2,700
84
$242K 0.07%
7,902
+23
85
$235K 0.07%
+4,957
86
$231K 0.06%
6,040
87
$217K 0.06%
2,440
88
$216K 0.06%
2,286
+1
89
$207K 0.06%
400
-10
90
$202K 0.06%
+3,598
91
– –
-891
92
– –
-4,395
93
– –
-4,398
94
– –
-1,200
95
– –
-2,110
1 2 3
4