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
$460M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.53M
3
+$2.04M
4
VTV icon
Vanguard Value ETF
VTV
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$844K

Top Sells

1
+$489K
2
+$459K
3
+$266K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$238K
5
GE icon
GE Aerospace
GE
+$219K

Sector Composition

1 Industrials 1.24%
2 Healthcare 0.75%
3 Energy 0.65%
4 Consumer Discretionary 0.61%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$337K 0.07%
9,377
+86
77
$336K 0.07%
5,734
+6
78
$334K 0.07%
615
+1
79
$334K 0.07%
3,436
80
$332K 0.07%
2,124
81
$332K 0.07%
658
82
$327K 0.07%
14,356
+936
83
$325K 0.07%
3,047
+1
84
$322K 0.07%
1,403
-89
85
$321K 0.07%
1,766
-78
86
$288K 0.06%
3,554
+7
87
$275K 0.06%
891
88
$273K 0.06%
9,756
+6
89
$272K 0.06%
1,200
90
$265K 0.06%
17,543
91
$255K 0.06%
2,515
92
$251K 0.05%
3,835
93
$243K 0.05%
3,637
+26
94
$235K 0.05%
4,381
+244
95
$233K 0.05%
1,686
96
$233K 0.05%
+1,357
97
$231K 0.05%
1,399
98
$229K 0.05%
2,200
99
$228K 0.05%
5,345
100
$218K 0.05%
556
+2
1 2 3
4
5