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
$490M
AUM Growth
-$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.77M
3
+$792K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$664K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$459K

Top Sells

1
+$683K
2
+$643K
3
+$611K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$566K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$532K

Sector Composition

1 Industrials 0.97%
2 Consumer Discretionary 0.69%
3 Energy 0.67%
4 Healthcare 0.64%
5 Technology 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.4M 12.52%
853,864
+55,742
2
$58.9M 12.02%
143,602
-1,488
3
$49.9M 10.17%
294,554
+4,679
4
$46.1M 9.41%
940,126
+36,077
5
$36.5M 7.45%
764,163
+13,893
6
$32.5M 6.62%
420,233
+5,945
7
$18.6M 3.79%
93,677
+979
8
$17.7M 3.61%
63,212
-463
9
$13.2M 2.69%
298,956
+6,780
10
$13.2M 2.69%
147,789
-5,975
11
$11.7M 2.38%
102,045
+1,822
12
$10.5M 2.14%
208,982
-12,836
13
$10.4M 2.13%
35,977
+341
14
$8.96M 1.83%
84,962
-1,460
15
$7.35M 1.5%
215,265
-5,293
16
$5.72M 1.17%
10,617
-126
17
$5.46M 1.11%
68,050
+3,555
18
$3.78M 0.77%
35,518
+676
19
$3.77M 0.77%
14,260
+34
20
$3.2M 0.65%
16,832
-49
21
$2.93M 0.6%
48,264
+740
22
$2.86M 0.58%
32,559
-50
23
$2.73M 0.56%
20,903
-193
24
$2.67M 0.55%
53,580
+5,566
25
$2.46M 0.5%
64,126
+1,230
1
2 3 4 5