PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.38M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.53M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.31M

Top Sells

1
+$2.14M
2
+$1M
3
+$625K
4
FERG icon
Ferguson
FERG
+$466K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$303K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.04%
1,559
102
$222K 0.04%
1,349
103
$219K 0.04%
2,386
104
$214K 0.04%
+611
105
$209K 0.04%
8,604
106
$209K 0.04%
+3,474
107
$200K 0.04%
+1,270
108
– –
-3,446
109
– –
-421
1 2 3 4
5