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
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.55M
3
+$2.39M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.32M

Top Sells

1
+$2.28M
2
+$1.11M
3
+$654K
4
FERG icon
Ferguson
FERG
+$551K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$323K

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
ABT icon
76
Abbott
ABT
$227B
$428K 0.08%
3,145
DFAE icon
77
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$421K 0.08%
+14,549
JNJ icon
78
Johnson & Johnson
JNJ
$472B
$411K 0.08%
2,690
-125
DFIV icon
79
Dimensional International Value ETF
DFIV
$14.2B
$409K 0.08%
9,542
+80
CVS icon
80
CVS Health
CVS
$98.8B
$406K 0.07%
5,888
-18
AVGO icon
81
Broadcom
AVGO
$1.62T
$402K 0.07%
1,457
IVW icon
82
iShares S&P 500 Growth ETF
IVW
$66.2B
$396K 0.07%
3,592
+2
VOT icon
83
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
$392K 0.07%
1,378
IWS icon
84
iShares Russell Mid-Cap Value ETF
IWS
$14B
$385K 0.07%
2,910
+1
DHR icon
85
Danaher
DHR
$156B
$370K 0.07%
1,875
DFIS icon
86
Dimensional International Small Cap ETF
DFIS
$3.92B
$368K 0.07%
+12,333
DFSV icon
87
Dimensional US Small Cap Value ETF
DFSV
$5.25B
$366K 0.07%
+12,449
CAH icon
88
Cardinal Health
CAH
$48.8B
$363K 0.07%
2,163
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$98.7B
$337K 0.06%
5,435
+7
COF icon
90
Capital One
COF
$134B
$329K 0.06%
1,545
+34
CVX icon
91
Chevron
CVX
$315B
$304K 0.06%
2,125
SCHZ icon
92
Schwab US Aggregate Bond ETF
SCHZ
$8.96B
$302K 0.06%
12,986
+132
UNP icon
93
Union Pacific
UNP
$132B
$276K 0.05%
1,200
IVE icon
94
iShares S&P 500 Value ETF
IVE
$42.4B
$267K 0.05%
1,369
+4
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$258K 0.05%
5,351
+6
WMB icon
96
Williams Companies
WMB
$74.5B
$254K 0.05%
4,045
CARE icon
97
Carter Bankshares
CARE
$387M
$252K 0.05%
14,547
IJR icon
98
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$251K 0.05%
2,294
-550
ABBV icon
99
AbbVie
ABBV
$411B
$244K 0.05%
1,316
STX icon
100
Seagate
STX
$55.1B
$231K 0.04%
+1,600
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4
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