PIFP

Partners in Financial Planning Portfolio holdings

AUM $542M
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.42M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$683K

Top Sells

1
+$1.24M
2
+$930K
3
+$768K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$333K

Sector Composition

1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$211K 0.05%
+4,168
102
$211K 0.05%
400
103
$208K 0.05%
+552
1 2 3 4
5