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
$496M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$1.57M
3
+$1.56M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$759K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$650K
2
+$460K
3
+$448K
4
NSC icon
Norfolk Southern
NSC
+$406K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$288K

Sector Composition

1 Industrials 1.14%
2 Healthcare 0.69%
3 Energy 0.65%
4 Consumer Discretionary 0.62%
5 Technology 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.9M 12.09%
798,122
+69,902
2
$55.7M 11.24%
145,090
-1,694
3
$50.6M 10.21%
289,875
-1,645
4
$45.5M 9.17%
904,049
+31,300
5
$39.6M 7.99%
750,270
+2,804
6
$32.6M 6.58%
414,288
+19,763
7
$18.6M 3.75%
92,698
+1,230
8
$17M 3.43%
63,675
-487
9
$15M 3.02%
153,764
+665
10
$14M 2.82%
292,176
+12,307
11
$12.6M 2.55%
100,223
+747
12
$11.3M 2.29%
221,818
+4,245
13
$10.1M 2.04%
35,636
+2,682
14
$9.18M 1.85%
86,422
+4,881
15
$8.28M 1.67%
220,558
-11,923
16
$5.67M 1.14%
10,743
-872
17
$5.4M 1.09%
64,495
+2,263
18
$3.78M 0.76%
34,842
-816
19
$3.75M 0.76%
14,226
-273
20
$3.22M 0.65%
47,524
-20
21
$3.2M 0.64%
60,462
+51
22
$3.07M 0.62%
16,881
-520
23
$2.75M 0.55%
21,096
-120
24
$2.7M 0.55%
32,609
-1,750
25
$2.6M 0.52%
62,896
-972
1
2 3 4 5