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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.76M
3
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

1
+$1.46M
2
+$645K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$159K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.08%
12,368
77
$453K 0.08%
617
78
$444K 0.08%
5,888
79
$441K 0.08%
9,562
+20
80
$434K 0.08%
3,595
+3
81
$407K 0.07%
2,911
+1
82
$405K 0.07%
1,379
+1
83
$398K 0.07%
12,504
+55
84
$391K 0.07%
12,363
+30
85
$378K 0.07%
1,600
86
$375K 0.06%
2,799
-346
87
$374K 0.06%
1,888
+13
88
$367K 0.06%
1,111
-346
89
$355K 0.06%
5,442
+7
90
$340K 0.06%
2,163
91
$328K 0.06%
1,545
92
$308K 0.05%
13,118
+132
93
$305K 0.05%
1,316
94
$298K 0.05%
+3,631
95
$286K 0.05%
5,351
96
$284K 0.05%
1,200
97
$283K 0.05%
1,372
+3
98
$282K 0.05%
14,547
99
$273K 0.05%
2,296
+2
100
$269K 0.05%
+3,553
1 2 3
4
5