PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.26M
4
NSC icon
Norfolk Southern
NSC
+$829K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$674K

Top Sells

1
+$840K
2
+$490K
3
+$336K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$330K
5
TSLA icon
Tesla
TSLA
+$296K

Sector Composition

1 Industrials 1.4%
2 Healthcare 0.83%
3 Consumer Discretionary 0.67%
4 Energy 0.64%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$352K 0.08%
1,492
77
$348K 0.08%
5,728
+1,593
78
$345K 0.08%
1,844
+562
79
$341K 0.08%
9,291
+1,834
80
$337K 0.07%
3,046
+820
81
$337K 0.07%
+3,436
82
$335K 0.07%
2,124
83
$321K 0.07%
614
+1
84
$320K 0.07%
658
-25
85
$309K 0.07%
13,420
-792
86
$298K 0.07%
3,547
+7
87
$295K 0.07%
1,200
88
$271K 0.06%
9,750
+6
89
$268K 0.06%
3,835
90
$267K 0.06%
891
91
$251K 0.06%
1,686
92
$250K 0.06%
2,200
93
$245K 0.05%
1,399
94
$243K 0.05%
3,611
+9
95
$242K 0.05%
2,163
96
$230K 0.05%
2,515
97
$224K 0.05%
+1,228
98
$222K 0.05%
17,543
-4,757
99
$220K 0.05%
554
+2
100
$220K 0.05%
5,345
1 2 3
4
5