PFM

Phillips Financial Management Portfolio holdings

AUM $1.55B
1-Year Est. Return 13.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.18%
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
+$10.2M
2
+$8.2M
3
+$4.91M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$4.18M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$4.1M

Top Sells

1
+$2.9M
2
+$2.76M
3
+$1.93M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.77M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.42M

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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260
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261
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-42
262
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-450
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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