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
$393M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$933K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$803K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$297K

Top Sells

1
+$796K
2
+$466K
3
+$400K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
TFC icon
Truist Financial
TFC
+$301K

Sector Composition

1 Industrials 1.3%
2 Consumer Discretionary 0.82%
3 Healthcare 0.71%
4 Energy 0.58%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$310K 0.08%
2,560
77
$307K 0.08%
1,490
+1
78
$300K 0.08%
1,862
+42
79
$282K 0.07%
5,373
80
$275K 0.07%
2,300
81
$271K 0.07%
612
+1
82
$267K 0.07%
3,650
+8
83
$257K 0.07%
7,011
84
$253K 0.06%
685
+1
85
$246K 0.06%
1,200
86
$246K 0.06%
2,515
-375
87
$243K 0.06%
7,411
-502
88
$233K 0.06%
5,881
-159
89
$228K 0.06%
2,289
+1
90
$227K 0.06%
891
91
$222K 0.06%
3,600
+2
92
$215K 0.05%
+4,110
93
$206K 0.05%
4,171
+10
94
$205K 0.05%
+2,163
95
– –
-2,113
1 2 3
4