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
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.08%
2,433
+1
77
$372K 0.07%
9,462
+16
78
$367K 0.07%
2,909
79
$356K 0.07%
617
80
$355K 0.07%
2,125
+1
81
$337K 0.07%
1,378
+2
82
$333K 0.07%
3,590
-250
83
$317K 0.06%
5,428
+6
84
$298K 0.06%
2,163
85
$298K 0.06%
12,854
-428
86
$297K 0.06%
2,844
-9
87
$286K 0.06%
936
+98
88
$283K 0.06%
1,200
89
$276K 0.06%
1,316
90
$271K 0.05%
1,511
91
$260K 0.05%
1,365
-31
92
$244K 0.05%
1,457
93
$242K 0.05%
4,045
94
$235K 0.05%
14,547
95
$234K 0.05%
5,345
96
$220K 0.04%
421
97
$219K 0.04%
+2,386
98
$218K 0.04%
8,604
-231
99
$217K 0.04%
1,349
+7
100
$212K 0.04%
3,446
1 2 3
4
5