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
$389M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.59M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.06M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$683K

Top Sells

1
+$206K
2
+$205K
3
+$189K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$111K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.78%
3 Energy 0.76%
4 Healthcare 0.65%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.08%
6,929
+51
77
$311K 0.08%
3,403
-4
78
$302K 0.08%
24,088
79
$298K 0.08%
1,191
80
$290K 0.07%
1,491
+1
81
$285K 0.07%
1,850
-12
82
$266K 0.07%
+3,835
83
$263K 0.07%
7,937
+926
84
$262K 0.07%
613
+1
85
$253K 0.07%
3,650
86
$246K 0.06%
685
87
$244K 0.06%
1,200
88
$242K 0.06%
7,432
+21
89
$237K 0.06%
+1,399
90
$233K 0.06%
2,515
91
$223K 0.06%
5,881
92
$218K 0.06%
891
93
$210K 0.05%
2,223
-66
94
$209K 0.05%
3,601
+1
95
$205K 0.05%
4,110
96
$202K 0.05%
+400
97
– –
-2,163
98
– –
-4,171
1 2 3
4