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
$320M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$39.6M
3
+$35.8M
4
VTV icon
Vanguard Value ETF
VTV
+$30.3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$24M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.73%
2 Consumer Discretionary 1.24%
3 Healthcare 0.99%
4 Financials 0.98%
5 Energy 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.7M 12.41%
+461,745
2
$39.6M 12.39%
+693,276
3
$35.8M 11.19%
+124,691
4
$30.3M 9.48%
+220,434
5
$24M 7.51%
+465,696
6
$18.3M 5.74%
+223,281
7
$14M 4.4%
+48,473
8
$11.9M 3.73%
+219,395
9
$11.6M 3.63%
+66,846
10
$11.3M 3.55%
+111,319
11
$10.6M 3.3%
+77,322
12
$4.89M 1.53%
+132,800
13
$3.86M 1.21%
+17,344
14
$3.69M 1.16%
+49,802
15
$3.61M 1.13%
+40,085
16
$3.34M 1.05%
+14,076
17
$3.19M 1%
+12,007
18
$2.64M 0.83%
+26,120
19
$2.53M 0.79%
+29,471
20
$2.31M 0.72%
+58,531
21
$2.22M 0.7%
+38,087
22
$1.72M 0.54%
+9,145
23
$1.69M 0.53%
+37,132
24
$1.62M 0.51%
+10,497
25
$1.59M 0.5%
+28,692
1
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