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
$983M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Sells

1 +$6.15M
2 +$5.83M
3 +$5.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.93M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.63M

Sector Composition

1 Utilities 0.36%
2 Financials 0.36%
3 Healthcare 0.22%
4 Technology 0.21%
5 Consumer Discretionary 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$55.1K 0.01%
+2,486
177
$53.8K 0.01%
1,420
+300
178
$50.4K 0.01%
390
179
$50.3K 0.01%
370
180
$49.6K 0.01%
857
181
$47.2K ﹤0.01%
1,766
182
$43.7K ﹤0.01%
792
183
$43.1K ﹤0.01%
944
-1,290
184
$41.7K ﹤0.01%
576
+250
185
$41.6K ﹤0.01%
1,392
186
$40.9K ﹤0.01%
1,495
187
$40.4K ﹤0.01%
1,607
188
$36.9K ﹤0.01%
1,558
189
$36.3K ﹤0.01%
89
190
$36.1K ﹤0.01%
900
191
$36.1K ﹤0.01%
275
192
$29.8K ﹤0.01%
882
-222
193
$27.9K ﹤0.01%
+300
194
$24.8K ﹤0.01%
+367
195
$24.6K ﹤0.01%
330
196
$22.9K ﹤0.01%
405
197
$22.7K ﹤0.01%
690
198
$21.7K ﹤0.01%
108
199
$21.3K ﹤0.01%
650
200
$17.2K ﹤0.01%
775