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
$393M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.12M
3
+$933K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$803K
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$297K

Top Sells

1
+$796K
2
+$466K
3
+$400K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
TFC icon
Truist Financial
TFC
+$301K

Sector Composition

1 Industrials 1.3%
2 Consumer Discretionary 0.82%
3 Healthcare 0.71%
4 Energy 0.58%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44M 11.2%
605,186
+26,320
2
$42.6M 10.85%
150,517
-522
3
$40.3M 10.27%
283,934
-3,282
4
$36.8M 9.37%
752,579
-2,596
5
$31.1M 7.93%
674,061
+17,378
6
$22.5M 5.72%
297,227
+3,164
7
$14.2M 3.63%
86,102
-1,028
8
$13.7M 3.49%
59,616
-552
9
$11.7M 2.98%
139,895
-1,926
10
$11.2M 2.86%
223,876
+22,310
11
$10.8M 2.75%
265,754
-19,559
12
$10.3M 2.63%
93,321
-1,022
13
$8.25M 2.1%
79,268
+8,968
14
$7.71M 1.96%
236,894
+1,160
15
$7.43M 1.89%
33,713
-358
16
$5.04M 1.28%
12,374
-840
17
$3.42M 0.87%
15,539
+19
18
$3.01M 0.77%
118,622
+8,803
19
$2.94M 0.75%
49,931
-712
20
$2.78M 0.71%
26,071
-1,424
21
$2.75M 0.7%
18,450
-12
22
$2.67M 0.68%
61,877
-64
23
$2.65M 0.67%
11,678
24
$2.43M 0.62%
23,423
-622
25
$2.41M 0.61%
32,034
-5,322
1
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