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
$490M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.77M
3
+$792K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$664K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K

Top Sells

1
+$683K
2
+$643K
3
+$611K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$566K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$532K

Sector Composition

1 Industrials 0.97%
2 Consumer Discretionary 0.69%
3 Energy 0.67%
4 Healthcare 0.64%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.04%
4,045
-413
102
$217K 0.04%
+1,342
103
$213K 0.04%
421
104
$213K 0.04%
1,399
105
$208K 0.04%
1,269
+1
106
$208K 0.04%
3,446
107
$207K 0.04%
485
-44
108
– –
-4,264
109
– –
-2,386
1 2 3 4
5