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
$460M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.53M
3
+$2.04M
4
VTV icon
Vanguard Value ETF
VTV
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$844K

Top Sells

1
+$489K
2
+$459K
3
+$266K
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$238K
5
GE icon
GE Aerospace
GE
+$219K

Sector Composition

1 Industrials 1.24%
2 Healthcare 0.75%
3 Energy 0.65%
4 Consumer Discretionary 0.61%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.05%
421
102
$213K 0.05%
2,163
103
$211K 0.05%
1,228
104
$201K 0.04%
+4,148
105
– –
-1,270
1 2 3 4
5