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
276
$21.7K ﹤0.01%
457
277
$20.9K ﹤0.01%
775
278
$19.6K ﹤0.01%
72
279
$19.3K ﹤0.01%
429
280
$17.1K ﹤0.01%
687
281
$16K ﹤0.01%
+135
282
$14K ﹤0.01%
299
283
$12.8K ﹤0.01%
494
+5
284
$12.7K ﹤0.01%
296
285
$12K ﹤0.01%
200
286
$11.9K ﹤0.01%
274
287
$11.5K ﹤0.01%
45
288
$11.1K ﹤0.01%
+138
289
$10.5K ﹤0.01%
95
290
$9.05K ﹤0.01%
96
291
$8.26K ﹤0.01%
+187
292
$8.15K ﹤0.01%
115
-90
293
$7.74K ﹤0.01%
92
294
$5.77K ﹤0.01%
111
295
$4.96K ﹤0.01%
56
296
$4.56K ﹤0.01%
32
297
$4.01K ﹤0.01%
50
298
$3.62K ﹤0.01%
50
299
$2.08K ﹤0.01%
50
+1
300
$1.94K ﹤0.01%
20
9 10 11
12
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