PIFP
Partners in Financial Planning Portfolio holdings
AUM
$542M
1-Year Return
10.19%
This Quarter Return
+4.43%
1 Year Return
+10.19%
3 Year Return
+30.08%
5 Year Return
–
10 Year Return
–
AUM
$449M
AUM Growth
+$23.3M
(+5.5%)
Cap. Flow
+$5.48M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
69.14%
Holding
106
New
3
Increased
42
Reduced
27
Closed
3
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$1.89M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$1.32M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.26M |
| 4 |
Norfolk Southern
NSC
|
$829K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$674K |
Top Sells
Sector Composition
| 1 | Industrials | 1.4% |
| 2 | Healthcare | 0.83% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Energy | 0.64% |
| 5 | Financials | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $213K | 0.05% |
4,137
-31
| -0.7% | -$1.6K |
|
102
UnitedHealth
UNH
$281B
| $208K | 0.05% |
421
+21
| +5% | +$10.4K |
|
103
iShares Russell 2000 Value ETF
IWN
$11.9B
| $202K | 0.04% |
+1,270
| New | +$202K |
|
104
Invesco QQQ Trust
QQQ
$368B
| – | – |
-686
| Closed | -$281K |
|
105
Tesla
TSLA
$1.09T
| – | – |
-1,191
| Closed | -$296K |
|
106
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| – | – |
-7,073
| Closed | -$336K |
|