PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.38M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.31M

Top Sells

1
+$2.14M
2
+$1M
3
+$625K
4
FERG icon
Ferguson
FERG
+$466K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$303K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$428K 0.08%
3,145
77
$421K 0.08%
+14,549
78
$411K 0.08%
2,690
-125
79
$409K 0.08%
9,542
+80
80
$406K 0.07%
5,888
-18
81
$402K 0.07%
1,457
82
$396K 0.07%
3,592
+2
83
$392K 0.07%
1,378
84
$385K 0.07%
2,910
+1
85
$370K 0.07%
1,875
86
$368K 0.07%
+12,333
87
$366K 0.07%
+12,449
88
$363K 0.07%
2,163
89
$337K 0.06%
5,435
+7
90
$329K 0.06%
1,545
+34
91
$304K 0.06%
2,125
92
$302K 0.06%
12,986
+132
93
$276K 0.05%
1,200
94
$267K 0.05%
1,369
+4
95
$258K 0.05%
5,351
+6
96
$254K 0.05%
4,045
97
$252K 0.05%
14,547
98
$251K 0.05%
2,294
-550
99
$244K 0.05%
1,316
100
$231K 0.04%
+1,600
1 2 3
4
5