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
301
$1.61K ﹤0.01%
44
302
$1.3K ﹤0.01%
41
-206
303
$1.25K ﹤0.01%
16
304
$1.23K ﹤0.01%
53
305
$458 ﹤0.01%
10
306
– –
-25
307
– –
-209
308
– –
-175
309
– –
-87
310
– –
-283
311
– –
-247
312
– –
-86
313
– –
-43
9 10 11 12
13