PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
This Quarter Return
+4.58%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$380M
AUM Growth
+$380M
(+5.2%)
Cap. Flow
+$4.16M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
68.25%
Holding
95
New
5
Increased
25
Reduced
34
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.19M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$825K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$667K |
| 4 |
Vanguard Growth ETF
VUG
|
$578K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$537K |
Top Sells
| 1 |
Dominion Energy
D
|
$305K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$275K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$252K |
| 4 |
UnitedHealth
UNH
|
$207K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$164K |
Sector Composition
| 1 | Industrials | 1.22% |
| 2 | Consumer Discretionary | 0.79% |
| 3 | Healthcare | 0.66% |
| 4 | Energy | 0.63% |
| 5 | Financials | 0.51% |
