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
$426M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.42M
3
+$1.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$683K

Top Sells

1
+$1.24M
2
+$930K
3
+$768K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$559K
5
VTV icon
Vanguard Value ETF
VTV
+$333K

Sector Composition

1 Industrials 1.13%
2 Consumer Discretionary 0.79%
3 Healthcare 0.75%
4 Energy 0.61%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.4M 11.37%
658,445
+30,413
2
$46.3M 10.87%
148,921
-903
3
$42.3M 9.94%
283,239
-2,225
4
$39.8M 9.35%
807,109
+26,300
5
$34.5M 8.09%
719,587
+21,366
6
$26.4M 6.21%
343,284
+18,475
7
$16.4M 3.85%
91,075
+826
8
$15.5M 3.64%
64,187
+1,413
9
$13.3M 3.12%
150,555
+4,280
10
$11.7M 2.76%
285,681
+16,607
11
$11.7M 2.74%
101,428
+4,101
12
$10.9M 2.56%
213,825
-24,252
13
$8.43M 1.98%
79,952
-5,302
14
$7.96M 1.87%
234,071
-2,989
15
$7.89M 1.85%
33,274
+165
16
$5.4M 1.27%
12,370
+9
17
$3.59M 0.84%
33,096
+5,877
18
$3.38M 0.79%
14,513
-1,044
19
$3.05M 0.72%
49,305
-1,301
20
$2.92M 0.69%
17,766
-620
21
$2.87M 0.67%
35,306
+1,121
22
$2.81M 0.66%
60,343
-680
23
$2.64M 0.62%
23,013
-355
24
$2.38M 0.56%
36,550
-968
25
$2.25M 0.53%
29,410
-2,675
1
2 3 4 5