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
$496M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.57M
3
+$1.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$759K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$650K
2
+$460K
3
+$448K
4
NSC icon
Norfolk Southern
NSC
+$406K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K

Sector Composition

1 Industrials 1.14%
2 Healthcare 0.69%
3 Energy 0.65%
4 Consumer Discretionary 0.62%
5 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$377K 0.08%
658
77
$358K 0.07%
9,405
+28
78
$358K 0.07%
5,743
+9
79
$357K 0.07%
3,049
+2
80
$354K 0.07%
616
+1
81
$348K 0.07%
3,436
82
$344K 0.07%
1,744
-22
83
$335K 0.07%
1,375
-28
84
$328K 0.07%
13,800
-556
85
$313K 0.06%
2,124
86
$305K 0.06%
2,515
87
$296K 0.06%
1,200
88
$291K 0.06%
891
89
$283K 0.06%
3,835
90
$282K 0.06%
9,761
+5
91
$272K 0.05%
15,653
-1,890
92
$261K 0.05%
2,288
+88
93
$260K 0.05%
1,316
+88
94
$255K 0.05%
1,002
-355
95
$246K 0.05%
421
96
$245K 0.05%
5,345
97
$245K 0.05%
4,264
-117
98
$239K 0.05%
2,163
99
$238K 0.05%
1,399
100
$227K 0.05%
+3,446
1 2 3
4
5