PFM

Phillips Financial Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.27M
3
+$6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.27M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.25M

Top Sells

1
+$2.49M
2
+$1.42M
3
+$1.34M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.32M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.28M

Sector Composition

1 Technology 1.29%
2 Financials 1.12%
3 Communication Services 0.39%
4 Consumer Discretionary 0.35%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$50.9K ﹤0.01%
1,528
252
$50.6K ﹤0.01%
1,747
+1
253
$50.1K ﹤0.01%
1,220
254
$49.7K ﹤0.01%
379
-24
255
$47.9K ﹤0.01%
814
-43
256
$46.7K ﹤0.01%
491
257
$41.1K ﹤0.01%
347
258
$38.9K ﹤0.01%
+200
259
$38.1K ﹤0.01%
562
-60
260
$37K ﹤0.01%
1,216
261
$35.3K ﹤0.01%
371
-79
262
$34.4K ﹤0.01%
302
-17
263
$32.9K ﹤0.01%
650
264
$32.4K ﹤0.01%
405
265
$32.4K ﹤0.01%
1,016
266
$31.9K ﹤0.01%
+473
267
$30K ﹤0.01%
+90
268
$29.8K ﹤0.01%
1,925
269
$28.3K ﹤0.01%
196
270
$27.9K ﹤0.01%
+95
271
$27K ﹤0.01%
1,274
272
$26.9K ﹤0.01%
36
273
$26.8K ﹤0.01%
243
274
$25.9K ﹤0.01%
330
275
$22.2K ﹤0.01%
812
-359
9 10
11
12 13