PIFP
Partners in Financial Planning Portfolio holdings
AUM
$591M
1-Year Est. Return
12.54%
This Fund
S&P 500
1 Year Est. Return
+12.54%
AUM
$578M
AUM Growth
+$36.2M
(+6.7%)
Holding
116
Top Buys
| 1 | +$4.88M | |
| 2 | +$2.77M | |
| 3 | +$855K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$722K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$694K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$657K | |
| 3 | +$623K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$211K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$165K |
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
United Rentals
URI
$49.1B
| $267K | 0.05% |
+280
|
|
||
102
RTX Corp
RTX
$270B
| $261K | 0.05% |
1,559
|
|
||
103
Williams Companies
WMB
$81B
| $256K | 0.04% |
4,045
|
|
||
104
Vanguard Mid-Cap Value ETF
VOE
$21.2B
| $236K | 0.04% |
1,353
+4
|
|
||
105
iShares Russell 3000 ETF
IWV
$18.6B
| $232K | 0.04% |
611
|
|
||
106
iShares Core MSCI Emerging Markets ETF
IEMG
$139B
| $229K | 0.04% |
3,474
|
|
||
107
Southern Company
SO
$97.1B
| $226K | 0.04% |
2,386
|
|
||
108
Altria Group
MO
$104B
| $225K | 0.04% |
+3,400
|
|
||
109
iShares Russell 2000 Value ETF
IWN
$12.8B
| $223K | 0.04% |
1,259
-11
|
|
||
110
Mondelez International
MDLZ
$75.7B
| $222K | 0.04% |
+3,556
|
|
||
111
Atlantic Union Bankshares
AUB
$5.61B
| $220K | 0.04% |
+6,225
|
|
||
112
Pfizer
PFE
$152B
| $219K | 0.04% |
8,604
|
|
||
113
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.84B
| $210K | 0.04% |
+2,379
|
|
||
114
Vanguard FTSE Europe ETF
VGK
$31B
| $201K | 0.03% |
+2,525
|
|
||
115
Dominion Energy
D
$51.3B
| $200K | 0.03% |
+3,273
|
|
||
|
HES
116
DELISTED
Hess
HES
| – | – |
-4,496
|
|