PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
1-Year Est. Return
10.19%
1 Year Est. Return
+10.19%
AUM
$542M
AUM Growth
+$44.7M
(+9%)
Holding
109
Top Buys
| 1 | +$2.95M | |
| 2 | +$2.55M | |
| 3 | +$2.39M | |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.6M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.32M |
Top Sells
| 1 | +$2.28M | |
| 2 | +$1.11M | |
| 3 | +$654K | |
| 4 |
Ferguson
FERG
|
+$551K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
RTX Corp
RTX
$239B
| $228K | 0.04% |
1,559
|
|
||
102
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $222K | 0.04% |
1,349
|
|
||
103
Southern Company
SO
$104B
| $219K | 0.04% |
2,386
|
|
||
104
iShares Russell 3000 ETF
IWV
$17.5B
| $214K | 0.04% |
+611
|
|
||
105
Pfizer
PFE
$140B
| $209K | 0.04% |
8,604
|
|
||
106
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
| $209K | 0.04% |
+3,474
|
|
||
107
iShares Russell 2000 Value ETF
IWN
$12B
| $200K | 0.04% |
+1,270
|
|
||
108
iShares Select U.S. REIT ETF
ICF
$1.89B
| – | – |
-3,446
|
|
||
109
UnitedHealth
UNH
$309B
| – | – |
-421
|
|