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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.76M
3
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

1
+$1.46M
2
+$645K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$159K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.05%
+280
102
$261K 0.05%
1,559
103
$256K 0.04%
4,045
104
$236K 0.04%
1,353
+4
105
$232K 0.04%
611
106
$229K 0.04%
3,474
107
$226K 0.04%
2,386
108
$225K 0.04%
+3,400
109
$223K 0.04%
1,259
-11
110
$222K 0.04%
+3,556
111
$220K 0.04%
+6,225
112
$219K 0.04%
8,604
113
$210K 0.04%
+2,379
114
$201K 0.03%
+2,525
115
$200K 0.03%
+3,273
116
– –
-4,496
1 2 3 4
5