PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.26M
4
NSC icon
Norfolk Southern
NSC
+$829K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$674K

Top Sells

1
+$840K
2
+$490K
3
+$336K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$330K
5
TSLA icon
Tesla
TSLA
+$296K

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 Change
in Stake 		Capital Flow
101
$213K 0.05%
4,137
-31
102
$208K 0.05%
421
+21
103
$202K 0.04%
+1,270
104
– –
-686
105
– –
-1,191
106
– –
-7,073
1 2 3 4
5