PIFP

Partners in Financial Planning Portfolio holdings

AUM $591M
1-Year Est. Return 12.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$542M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.55M
3
+$2.39M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.32M

Top Sells

1
+$2.28M
2
+$1.11M
3
+$654K
4
FERG icon
Ferguson
FERG
+$551K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$323K

Sector Composition

1 Industrials 1.02%
2 Consumer Discretionary 0.71%
3 Healthcare 0.62%
4 Energy 0.61%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.3M 12.22%
900,028
+34,570
2
$62.3M 11.49%
142,109
-2,538
3
$53.1M 9.8%
300,550
-3,702
4
$50.5M 9.32%
1,020,401
+48,325
5
$44.4M 8.19%
778,594
-39,943
6
$35.3M 6.51%
448,864
+16,715
7
$19.6M 3.62%
100,573
+2,185
8
$18.4M 3.4%
66,568
+1,389
9
$15.1M 2.79%
305,905
-6,535
10
$14.4M 2.65%
107,052
+709
11
$13.7M 2.52%
153,331
+2,268
12
$11.7M 2.15%
238,192
+21,092
13
$11.6M 2.14%
286,814
+72,873
14
$11M 2.03%
36,169
+34
15
$9.72M 1.79%
91,451
+7,178
16
$6.66M 1.23%
80,364
+57
17
$6.03M 1.11%
10,616
-14
18
$4.65M 0.86%
44,517
-685
19
$4.12M 0.76%
43,245
+11,490
20
$4.07M 0.75%
77,848
+30,605
21
$4M 0.74%
14,308
22
$3.71M 0.68%
50,997
+2,723
23
$3.12M 0.57%
16,167
+21
24
$2.96M 0.55%
69,372
+5,246
25
$2.94M 0.54%
57,565
-1,793
1
2 3 4 5