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
$496M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.57M
3
+$1.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$759K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$650K
2
+$460K
3
+$448K
4
NSC icon
Norfolk Southern
NSC
+$406K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K

Sector Composition

1 Industrials 1.14%
2 Healthcare 0.69%
3 Energy 0.65%
4 Consumer Discretionary 0.62%
5 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.05%
1,511
-175
102
$224K 0.05%
529
-27
103
$223K 0.05%
+5,924
104
$215K 0.04%
+2,386
105
$212K 0.04%
+1,268
106
$207K 0.04%
+1,200
107
$204K 0.04%
+4,458
108
– –
-3,554
109
– –
-3,637
110
– –
-4,148
1 2 3 4
5