PFM
Phillips Financial Management Portfolio holdings
AUM
$1.38B
1-Year Return
9.88%
This Quarter Return
+6.09%
1 Year Return
+9.88%
3 Year Return
+31.56%
5 Year Return
+46.53%
10 Year Return
+74.89%
AUM
$1.38B
AUM Growth
+$84.3M
(+6.5%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
0.73%
Top 10 Holdings %
Top 10 Hldgs %
45.75%
Holding
288
New
30
Increased
81
Reduced
81
Closed
9
Top Buys
| 1 |
Dimensional Core Fixed Income ETF
DFCF
|
$5.24M |
| 2 |
JPMorgan Chase
JPM
|
$3.69M |
| 3 |
Dimensional US High Profitability ETF
DUHP
|
$3.33M |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
$2.43M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$2.22M |
Top Sells
Sector Composition
| 1 | Financials | 0.98% |
| 2 | Technology | 0.92% |
| 3 | Communication Services | 0.28% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Healthcare | 0.22% |
