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
$350M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$4.86M
3
+$4.76M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.35M
5
BND icon
Vanguard Total Bond Market
BND
+$3.3M

Top Sells

1
+$5.02M
2
+$4.52M
3
+$822K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$764K
5
TSLA icon
Tesla
TSLA
+$432K

Sector Composition

1 Industrials 1.19%
2 Healthcare 0.83%
3 Energy 0.8%
4 Consumer Discretionary 0.78%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42M 12%
585,636
+46,008
2
$40.5M 11.57%
284,515
+38,530
3
$37.7M 10.78%
777,860
+31,493
4
$35.3M 10.09%
155,980
+21,018
5
$27.9M 7.98%
663,016
+53,290
6
$20M 5.71%
266,009
+20,971
7
$14.2M 4.06%
86,126
+14,458
8
$12.7M 3.62%
60,626
+6,866
9
$11.8M 3.38%
138,420
+20,183
10
$11.7M 3.35%
301,002
+38,241
11
$9.74M 2.78%
93,694
+11,190
12
$6.92M 1.98%
34,863
+16,872
13
$5.57M 1.59%
186,587
+43,461
14
$4.86M 1.39%
+13,349
15
$3.99M 1.14%
81,151
+12,409
16
$3.25M 0.93%
15,478
+3,548
17
$3.02M 0.86%
40,553
-328
18
$2.88M 0.82%
11,686
-273
19
$2.74M 0.78%
49,304
+808
20
$2.66M 0.76%
19,111
+10,521
21
$2.64M 0.75%
25,428
+14,955
22
$2.5M 0.72%
24,429
+11
23
$2.3M 0.66%
58,165
+176
24
$1.94M 0.55%
25,046
+673
25
$1.9M 0.54%
24,204
-779
1
2 3 4