PFM

Phillips Financial Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 8.96%
This Quarter Est. Return
1 Year Est. Return
+8.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.34M
3
+$4.74M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$4.21M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$3.83M

Top Sells

1
+$2.92M
2
+$2.6M
3
+$1.9M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.68M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.35M

Sector Composition

1 Technology 0.76%
2 Financials 0.7%
3 Healthcare 0.28%
4 Consumer Discretionary 0.24%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$32K ﹤0.01%
320
227
$29.9K ﹤0.01%
150
-2
228
$27K ﹤0.01%
330
229
$26.8K ﹤0.01%
243
230
$26.5K ﹤0.01%
650
231
$26.4K ﹤0.01%
1,274
232
$25.4K ﹤0.01%
1,016
-2,080
233
$25.1K ﹤0.01%
196
234
$22.7K ﹤0.01%
812
235
$22.5K ﹤0.01%
457
236
$22K ﹤0.01%
1,925
237
$21.9K ﹤0.01%
405
238
$19.5K ﹤0.01%
36
239
$18.9K ﹤0.01%
209
240
$18.2K ﹤0.01%
775
241
$16.9K ﹤0.01%
687
-189
242
$16.5K ﹤0.01%
429
243
$12.4K ﹤0.01%
485
-333
244
$12K ﹤0.01%
200
245
$11.8K ﹤0.01%
299
-10
246
$11.3K ﹤0.01%
59
247
$9.21K ﹤0.01%
95
248
$8K ﹤0.01%
250
249
$7.97K ﹤0.01%
96
250
$4.63K ﹤0.01%
92
7 8 9
10
11