PFM

Phillips Financial Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 9.88%
This Quarter Est. Return
1 Year Est. Return
+9.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$468M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Sells

1 +$2.01M
2 +$1.27M
3 +$1.17M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.13M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$682K

Sector Composition

1 Financials 0.55%
2 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$382K 0.08%
+14,902
77
$247K 0.05%
11,198
78
-79,684