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
$546M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.56%
2 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$314K 0.06%
11,198
77
-30,525
78
-31,905