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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
$603M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M
2
+$3.54M
3
+$1.09M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$940K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$918K

Top Sells

1
+$200K
2
+$146K
3
+$140K
4
AAPL icon
Apple
AAPL
+$103K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$78.5K

Sector Composition

1 Industrials 1.15%
2 Energy 0.83%
3 Technology 0.66%
4 Consumer Discretionary 0.62%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMB icon
101
Williams Companies
WMB
$94.8B
$294K 0.05%
4,045
CARE icon
102
Carter Bankshares
CARE
$726M
$292K 0.05%
12,520
-342
UNP icon
103
Union Pacific
UNP
$159B
$291K 0.05%
1,200
IVE icon
104
iShares S&P 500 Value ETF
IVE
$47.4B
$287K 0.05%
1,361
-12
ABT icon
105
Abbott
ABT
$162B
$287K 0.05%
2,799
ABBV icon
106
AbbVie
ABBV
$430B
$286K 0.05%
1,317
COF icon
107
Capital One
COF
$126B
$282K 0.05%
1,545
-100
SLV icon
108
iShares Silver Trust
SLV
$28B
$274K 0.05%
4,025
+287
IEMG icon
109
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$274K 0.05%
3,924
+445
AOA icon
110
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.16B
$258K 0.04%
2,919
PFE icon
111
Pfizer
PFE
$135B
$242K 0.04%
8,604
IWN icon
112
iShares Russell 2000 Value ETF
IWN
$14.5B
$239K 0.04%
1,261
SO icon
113
Southern Company
SO
$108B
$230K 0.04%
2,386
IWV icon
114
iShares Russell 3000 ETF
IWV
$19B
$226K 0.04%
611
MO icon
115
Altria Group
MO
$122B
$224K 0.04%
+3,400
AUB icon
116
Atlantic Union Bankshares
AUB
$5.96B
$223K 0.04%
6,250
+12
MDLZ icon
117
Mondelez International
MDLZ
$78.6B
$214K 0.04%
+3,707
VGIT icon
118
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.1B
$211K 0.04%
3,543
+18
VGK icon
119
Vanguard FTSE Europe ETF
VGK
$29.7B
$208K 0.03%
2,525
URI icon
120
United Rentals
URI
$71.4B
$204K 0.03%
280
PEP icon
121
PepsiCo
PEP
$191B
$203K 0.03%
+1,309
DFAR icon
122
Dimensional US Real Estate ETF
DFAR
$1.75B
$201K 0.03%
+8,517
ESGV icon
123
Vanguard ESG US Stock ETF
ESGV
$12.9B
– –
-1,655
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5