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
$490M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.77M
3
+$792K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$664K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K

Top Sells

1
+$683K
2
+$643K
3
+$611K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$566K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$532K

Sector Composition

1 Industrials 0.97%
2 Consumer Discretionary 0.69%
3 Energy 0.67%
4 Healthcare 0.64%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.08%
2,909
77
$361K 0.07%
617
-41
78
$349K 0.07%
1,376
+1
79
$338K 0.07%
5,422
-321
80
$338K 0.07%
1,457
+257
81
$335K 0.07%
9,446
+41
82
$329K 0.07%
2,853
-196
83
$308K 0.06%
2,124
84
$303K 0.06%
+750
85
$303K 0.06%
2,515
86
$301K 0.06%
13,282
-518
87
$298K 0.06%
891
88
$276K 0.06%
838
-164
89
$274K 0.06%
1,200
90
$269K 0.06%
1,511
91
$267K 0.05%
1,396
-348
92
$265K 0.05%
5,905
-238
93
$259K 0.05%
2,288
94
$256K 0.05%
14,547
-1,106
95
$256K 0.05%
2,163
96
$234K 0.05%
8,835
-926
97
$234K 0.05%
1,316
98
$229K 0.05%
3,835
99
$227K 0.05%
6,000
+76
100
$224K 0.05%
5,345
1 2 3
4
5