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
$426M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.42M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$683K

Top Sells

1
+$1.24M
2
+$930K
3
+$768K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$333K

Sector Composition

1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.08%
22,300
-1,788
77
$331K 0.08%
+14,212
78
$328K 0.08%
1,492
+1
79
$321K 0.08%
6,108
-465
80
$317K 0.07%
2,124
81
$296K 0.07%
1,191
82
$295K 0.07%
1,200
83
$292K 0.07%
613
84
$281K 0.07%
686
+1
85
$281K 0.07%
9,744
+1,807
86
$278K 0.07%
3,835
87
$275K 0.06%
3,540
-110
88
$256K 0.06%
7,457
+25
89
$244K 0.06%
891
90
$242K 0.06%
+2,200
91
$242K 0.06%
+683
92
$241K 0.06%
2,226
+3
93
$238K 0.06%
1,399
94
$237K 0.06%
2,515
95
$232K 0.05%
3,602
+1
96
$229K 0.05%
4,135
+25
97
$223K 0.05%
1,282
-568
98
$221K 0.05%
+1,686
99
$218K 0.05%
+2,163
100
$215K 0.05%
5,345
-536
1 2 3
4
5