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
$380M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$825K
3
+$667K
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$537K

Top Sells

1
+$305K
2
+$275K
3
+$252K
4
UNH icon
UnitedHealth
UNH
+$207K
5
BNDX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.08%
7,011
77
$281K 0.07%
2,890
78
$276K 0.07%
1,820
+3
79
$266K 0.07%
2,560
-140
80
$264K 0.07%
5,373
81
$255K 0.07%
7,913
+11
82
$255K 0.07%
3,642
-836
83
$250K 0.07%
611
-141
84
$249K 0.07%
+1,200
85
$242K 0.06%
1,200
-100
86
$239K 0.06%
2,300
-140
87
$238K 0.06%
6,040
88
$221K 0.06%
2,288
+2
89
$219K 0.06%
+684
90
$219K 0.06%
3,598
91
$210K 0.06%
+891
92
$203K 0.05%
+4,161
93
$200K 0.05%
+2,113
94
– –
-4,851
95
– –
-400
1 2 3
4