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
$569M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.12M
2 +$3.18M
3 +$2.86M
4
LRGF icon
iShares US Equity Factor ETF
LRGF
+$1.72M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.52M

Top Sells

1 +$2.82M
2 +$626K
3 +$589K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$527K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$508K

Sector Composition

1 Financials 0.54%
2 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$269K 0.05%
11,198
77
-10,334
78
-10,559
79
-110,819