PIFP

Partners in Financial Planning Portfolio holdings

AUM $578M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$7.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.68M
3
+$1.56M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.02M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1M

Top Sells

1
+$528K
2
+$303K
3
+$298K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$291K
5
MDLZ icon
Mondelez International
MDLZ
+$229K

Sector Composition

1 Industrials 1.04%
2 Energy 0.76%
3 Healthcare 0.71%
4 Consumer Discretionary 0.55%
5 Technology 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.6M 12.77%
865,458
+11,594
2
$53.6M 10.78%
144,647
+1,045
3
$52.6M 10.56%
304,252
+9,698
4
$47.5M 9.54%
972,076
+31,950
5
$41.6M 8.36%
818,537
+54,374
6
$33.8M 6.8%
432,149
+11,916
7
$18.3M 3.68%
98,388
+4,711
8
$16.4M 3.3%
65,179
+1,967
9
$14.1M 2.84%
312,440
+13,484
10
$13.7M 2.75%
151,063
+3,274
11
$12.3M 2.47%
106,343
+4,298
12
$10.8M 2.16%
217,100
+8,118
13
$9.93M 2%
36,135
+158
14
$8.9M 1.79%
84,273
-689
15
$7.79M 1.57%
213,941
-1,324
16
$6.57M 1.32%
80,307
+12,257
17
$5.46M 1.1%
10,630
+13
18
$4.77M 0.96%
45,202
+9,684
19
$3.7M 0.74%
14,308
+48
20
$3.07M 0.62%
48,274
+10
21
$2.97M 0.6%
59,358
+5,778
22
$2.78M 0.56%
16,146
-686
23
$2.6M 0.52%
20,619
-284
24
$2.55M 0.51%
31,755
-804
25
$2.52M 0.51%
64,126
1
2 3 4 5