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
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.88M
2
+$2.77M
3
+$855K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$722K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$694K

Top Sells

1
+$1.53M
2
+$657K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$211K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

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
UDR icon
76
UDR
UDR
$12.1B
$461K 0.08%
12,368
META icon
77
Meta Platforms (Facebook)
META
$1.79T
$453K 0.08%
617
CVS icon
78
CVS Health
CVS
$95.7B
$444K 0.08%
5,888
DFIV icon
79
Dimensional International Value ETF
DFIV
$17.2B
$441K 0.08%
9,562
+20
IVW icon
80
iShares S&P 500 Growth ETF
IVW
$66.6B
$434K 0.08%
3,595
+3
IWS icon
81
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$407K 0.07%
2,911
+1
VOT icon
82
Vanguard Mid-Cap Growth ETF
VOT
$17.8B
$405K 0.07%
1,379
+1
DFSV icon
83
Dimensional US Small Cap Value ETF
DFSV
$6.67B
$398K 0.07%
12,504
+55
DFIS icon
84
Dimensional International Small Cap ETF
DFIS
$5.17B
$391K 0.07%
12,363
+30
STX icon
85
Seagate
STX
$94.3B
$378K 0.07%
1,600
ABT icon
86
Abbott
ABT
$190B
$375K 0.06%
2,799
-346
DHR icon
87
Danaher
DHR
$158B
$374K 0.06%
1,888
+13
AVGO icon
88
Broadcom
AVGO
$1.57T
$367K 0.06%
1,111
-346
IJH icon
89
iShares Core S&P Mid-Cap ETF
IJH
$108B
$355K 0.06%
5,442
+7
CAH icon
90
Cardinal Health
CAH
$52B
$340K 0.06%
2,163
COF icon
91
Capital One
COF
$140B
$328K 0.06%
1,545
SCHZ icon
92
Schwab US Aggregate Bond ETF
SCHZ
$9.66B
$308K 0.05%
13,118
+132
ABBV icon
93
AbbVie
ABBV
$399B
$305K 0.05%
1,316
GLW icon
94
Corning
GLW
$94.6B
$298K 0.05%
+3,631
EEM icon
95
iShares MSCI Emerging Markets ETF
EEM
$27B
$286K 0.05%
5,351
UNP icon
96
Union Pacific
UNP
$140B
$284K 0.05%
1,200
IVE icon
97
iShares S&P 500 Value ETF
IVE
$49.5B
$283K 0.05%
1,372
+3
CARE icon
98
Carter Bankshares
CARE
$483M
$282K 0.05%
14,547
IJR icon
99
iShares Core S&P Small-Cap ETF
IJR
$94.5B
$273K 0.05%
2,296
+2
VBIL
100
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$4.67B
$269K 0.05%
+3,553
1 2 3
4
5