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PIFP

Partners in Financial Planning Portfolio holdings

AUM $603M
1-Year Est. Return 12.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$2.76M
3
+$853K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$714K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$695K

Top Sells

1
+$1.46M
2
+$645K
3
+$623K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$159K

Sector Composition

1 Industrials 1.15%
2 Consumer Discretionary 0.74%
3 Technology 0.7%
4 Energy 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.8M 12.41%
965,626
+65,598
2
$66.6M 11.52%
833,496
-19,158
3
$56.2M 9.72%
301,476
+926
4
$53.2M 9.2%
1,076,345
+55,944
5
$46.4M 8.03%
775,066
-3,528
6
$36.1M 6.24%
457,164
+8,300
7
$20.9M 3.62%
100,216
-357
8
$19.7M 3.41%
66,338
-230
9
$16.5M 2.85%
304,473
-1,432
10
$15.1M 2.61%
105,931
-1,121
11
$14.2M 2.46%
155,388
+2,057
12
$12.3M 2.12%
286,527
-287
13
$11.7M 2.02%
35,665
-504
14
$11.3M 1.95%
225,063
-13,129
15
$10.5M 1.81%
97,955
+6,504
16
$7.48M 1.29%
88,946
+8,582
17
$6.5M 1.12%
10,610
-6
18
$5.38M 0.93%
50,484
+5,967
19
$4.47M 0.77%
42,781
-464
20
$4.32M 0.75%
78,150
+302
21
$4.15M 0.72%
56,452
-780
22
$3.91M 0.68%
50,954
-43
23
$3.36M 0.58%
16,029
-138
24
$3.22M 0.56%
68,714
-658
25
$2.99M 0.52%
58,343
+778
1
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