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
251
$4.39K ﹤0.01%
56
252
$4.2K ﹤0.01%
100
253
$3.76K ﹤0.01%
32
254
$3.57K ﹤0.01%
50
255
$3.43K ﹤0.01%
50
256
$2.55K ﹤0.01%
43
257
$1.92K ﹤0.01%
20
258
$315 ﹤0.01%
10
259
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261
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262
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263
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264
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265
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-2,560
266
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267
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7 8 9 10
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