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
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$207K 0.04%
+1,559
102
– –
-6,000
103
– –
-485
104
– –
-9,525
105
– –
-1,269
106
– –
-891
107
– –
-3,835
108
– –
-1,399
109
– –
-750
1 2 3 4
5