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
$525M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$2.86M
3 +$2.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.29M
5
REET icon
iShares Global REIT ETF
REET
+$1.85M

Sector Composition

1 Financials 0.55%
2 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$438K 0.08%
14,375
+34
77
$386K 0.07%
14,902
78
$328K 0.06%
11,198
79
-20,938
80
-22,158
81
-64,694