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
$380M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$825K
3
+$667K
4
VUG icon
Vanguard Growth ETF
VUG
+$578K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$537K

Top Sells

1
+$305K
2
+$275K
3
+$252K
4
UNH icon
UnitedHealth
UNH
+$207K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$164K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.79%
3 Healthcare 0.66%
4 Energy 0.63%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.7M 11.25%
578,866
+16,066
2
$39.7M 10.44%
287,216
+2,220
3
$37.7M 9.92%
151,039
+2,317
4
$36.9M 9.72%
755,175
-3,355
5
$29.7M 7.81%
656,683
+14,765
6
$22.5M 5.92%
294,063
+10,790
7
$13.8M 3.64%
87,130
+807
8
$13M 3.43%
60,168
+674
9
$11.8M 3.1%
141,821
+1,792
10
$11.5M 3.03%
285,313
-6,802
11
$10.3M 2.71%
94,343
+125
12
$10.2M 2.69%
201,566
+10,601
13
$7.57M 1.99%
235,734
-1,478
14
$7.36M 1.94%
70,300
-1,091
15
$6.95M 1.83%
34,071
-305
16
$4.97M 1.31%
13,214
-22
17
$3.27M 0.86%
15,520
-3
18
$3.01M 0.79%
50,643
-18
19
$2.96M 0.78%
27,495
-174
20
$2.87M 0.75%
37,356
-3,283
21
$2.83M 0.75%
109,819
+1,212
22
$2.59M 0.68%
18,462
-41
23
$2.52M 0.66%
61,941
-274
24
$2.48M 0.65%
11,678
-8
25
$2.38M 0.63%
24,045
-225
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