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
$460M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$2.53M
3
+$2.04M
4
VTV icon
Vanguard Value ETF
VTV
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$844K

Top Sells

1
+$489K
2
+$459K
3
+$266K
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$238K
5
GE icon
GE Aerospace
GE
+$219K

Sector Composition

1 Industrials 1.24%
2 Healthcare 0.75%
3 Energy 0.65%
4 Consumer Discretionary 0.61%
5 Technology 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 11.93%
146,784
-712
2
$52.5M 11.4%
728,220
+52,445
3
$46.8M 10.16%
291,520
+6,343
4
$42.5M 9.23%
872,749
+51,944
5
$36.9M 8.03%
747,466
+15,927
6
$30.3M 6.58%
394,525
+26,642
7
$16.7M 3.63%
91,468
+62
8
$16M 3.49%
64,162
-121
9
$12.8M 2.79%
153,099
+1,544
10
$12.2M 2.66%
279,869
-620
11
$11.7M 2.54%
99,476
+875
12
$10.9M 2.37%
217,573
-2,470
13
$8.82M 1.92%
32,954
+630
14
$8.53M 1.85%
81,541
-701
15
$8.16M 1.77%
232,481
+1,133
16
$5.81M 1.26%
11,615
-918
17
$4.97M 1.08%
62,232
+10,556
18
$3.8M 0.83%
35,658
+2,664
19
$3.51M 0.76%
14,499
-21
20
$2.94M 0.64%
60,411
+99
21
$2.94M 0.64%
17,401
-143
22
$2.93M 0.64%
47,544
-152
23
$2.75M 0.6%
34,359
-1,989
24
$2.6M 0.56%
21,216
+170
25
$2.5M 0.54%
11,661
-17
1
2 3 4 5