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
$449M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.32M
3
+$1.26M
4
NSC icon
Norfolk Southern
NSC
+$829K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$674K

Top Sells

1
+$840K
2
+$490K
3
+$336K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$330K
5
TSLA icon
Tesla
TSLA
+$296K

Sector Composition

1 Industrials 1.4%
2 Healthcare 0.83%
3 Consumer Discretionary 0.67%
4 Energy 0.64%
5 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.8M 11.3%
147,496
-1,425
2
$49.1M 10.92%
675,775
+17,330
3
$46.4M 10.34%
285,177
+1,938
4
$40.4M 8.99%
820,805
+13,696
5
$36.7M 8.17%
731,539
+11,952
6
$28.2M 6.28%
367,883
+24,599
7
$17.5M 3.9%
91,406
+331
8
$16.8M 3.73%
64,283
+96
9
$13.1M 2.92%
151,555
+1,000
10
$11.7M 2.61%
280,489
-5,192
11
$11.5M 2.56%
98,601
-2,827
12
$11.1M 2.48%
220,043
+6,218
13
$8.61M 1.92%
82,242
+2,290
14
$8.4M 1.87%
32,324
-950
15
$8.29M 1.85%
231,348
-2,723
16
$6.02M 1.34%
12,533
+163
17
$4.16M 0.93%
51,676
+16,370
18
$3.63M 0.81%
14,520
+7
19
$3.55M 0.79%
32,994
-102
20
$3.07M 0.68%
17,544
-222
21
$3.02M 0.67%
60,312
-31
22
$3.02M 0.67%
47,696
-1,609
23
$2.98M 0.66%
11,678
+3,251
24
$2.67M 0.59%
21,046
-1,967
25
$2.66M 0.59%
36,348
-202
1
2 3 4 5