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
$389M
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.59M
3
+$1.35M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.06M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$683K

Top Sells

1
+$206K
2
+$205K
3
+$189K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$128K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$111K

Sector Composition

1 Industrials 1.22%
2 Consumer Discretionary 0.78%
3 Energy 0.76%
4 Healthcare 0.65%
5 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.8M 11.28%
628,032
+22,846
2
$40.8M 10.5%
149,824
-693
3
$39.4M 10.13%
285,464
+1,530
4
$37.3M 9.61%
780,809
+28,230
5
$30.5M 7.86%
698,221
+24,160
6
$24.4M 6.28%
324,809
+27,582
7
$14.4M 3.71%
90,249
+4,147
8
$13.4M 3.46%
62,774
+3,158
9
$11.5M 2.95%
238,077
+14,201
10
$11.1M 2.85%
146,275
+6,380
11
$10.6M 2.72%
269,074
+3,320
12
$10.3M 2.66%
97,327
+4,006
13
$8.77M 2.26%
85,254
+5,986
14
$7.35M 1.89%
237,060
+166
15
$7.03M 1.81%
33,109
-604
16
$4.85M 1.25%
12,361
-13
17
$3.24M 0.83%
15,557
+18
18
$2.86M 0.74%
50,606
+675
19
$2.79M 0.72%
27,219
+1,148
20
$2.78M 0.72%
114,150
-4,472
21
$2.64M 0.68%
18,386
-64
22
$2.6M 0.67%
34,185
+4,972
23
$2.52M 0.65%
61,023
-854
24
$2.41M 0.62%
23,368
-55
25
$2.32M 0.6%
32,085
+51
1
2 3 4