PFM

Phillips Financial Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$5.45M
3
+$4.56M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$3.63M
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$3.37M

Top Sells

1
+$3.99M
2
+$3.29M
3
+$2.41M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.04M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$1.74M

Sector Composition

1 Technology 0.58%
2 Financials 0.51%
3 Healthcare 0.29%
4 Utilities 0.24%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.8K ﹤0.01%
810
227
$20.9K ﹤0.01%
201
-54
228
$19.1K ﹤0.01%
775
229
$18.9K ﹤0.01%
36
230
$18.7K ﹤0.01%
+209
231
$14.9K ﹤0.01%
71
232
$14.2K ﹤0.01%
280
233
$13K ﹤0.01%
88
234
$11.8K ﹤0.01%
466
+2
235
$10.8K ﹤0.01%
299
-226
236
$10.8K ﹤0.01%
59
-10
237
$10.3K ﹤0.01%
175
238
$10.1K ﹤0.01%
216
239
$8.72K ﹤0.01%
201
-19
240
$8.55K ﹤0.01%
132
241
$8.48K ﹤0.01%
325
242
$8.37K ﹤0.01%
96
243
$7.92K ﹤0.01%
244
244
$6.62K ﹤0.01%
111
245
$5.86K ﹤0.01%
100
+10
246
$4.66K ﹤0.01%
50
247
$4.65K ﹤0.01%
56
248
$4.58K ﹤0.01%
107
-17
249
$3.96K ﹤0.01%
24
-53
250
$3.57K ﹤0.01%
50
7 8 9
10
11