PFM
Phillips Financial Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
9.88%
1 Year Est. Return
+9.88%
AUM
$1.38B
AUM Growth
+$84.3M
(+6.5%)
Holding
288
Top Buys
| 1 | +$5.24M | |
| 2 | +$3.69M | |
| 3 | +$3.33M | |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$2.43M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.22M |
Top Sells
| 1 | +$2.76M | |
| 2 | +$2.63M | |
| 3 | +$2.29M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.64M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.56M |
Sector Composition
| 1 | Financials | 0.98% |
| 2 | Technology | 0.92% |
| 3 | Communication Services | 0.28% |
| 4 | Consumer Discretionary | 0.28% |
| 5 | Healthcare | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Total Corporate Bond ETF
VTC
$1.27B
| $1.24K | ﹤0.01% |
+16
|
|
||
277
iShares US Treasury Bond ETF
GOVT
$28.6B
| $1.22K | ﹤0.01% |
+53
|
|
||
278
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| $1.21K | ﹤0.01% |
+25
|
|
||
|
ARTY
279
iShares Future AI & Tech ETF
ARTY
$1.64B
| $410 | ﹤0.01% |
10
|
|
||
280
Dimensional Global Core Plus Fixed Income ETF
DFGP
$1.82B
| – | – |
-2,167
|
|
||
281
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.13B
| – | – |
-1,385
|
|
||
282
Elevance Health
ELV
$77.7B
| – | – |
-463
|
|
||
283
iShares MSCI Taiwan ETF
EWT
$6.75B
| – | – |
-900
|
|
||
284
SPDR S&P International Small Cap ETF
GWX
$929M
| – | – |
-250
|
|
||
285
HP
HPQ
$25.9B
| – | – |
-8,107
|
|
||
286
iShares Short Maturity Bond ETF
NEAR
$3.59B
| – | – |
-6,773
|
|
||
287
iShares Mortgage Real Estate ETF
REM
$618M
| – | – |
-2,287
|
|
||
288
UnitedHealth
UNH
$327B
| – | – |
-558
|
|