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
$1.04B
AUM Growth
+$53.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$1.7M
3
+$1.66M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.53M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.42M

Top Sells

1
+$1.73M
2
+$1.45M
3
+$1.14M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.04M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.02M

Sector Composition

1 Financials 0.34%
2 Utilities 0.29%
3 Technology 0.27%
4 Healthcare 0.22%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$129K 0.01%
546
177
$127K 0.01%
2,140
178
$114K 0.01%
4,975
179
$106K 0.01%
1,509
-16
180
$86.1K 0.01%
2,591
181
$85.5K 0.01%
3,589
+1,117
182
$74.8K 0.01%
812
183
$71.1K 0.01%
1,955
184
$64.5K 0.01%
3,708
185
$59.2K 0.01%
2,572
+3
186
$58.3K 0.01%
390
187
$57.7K 0.01%
2,312
188
$56.9K 0.01%
2,486
189
$56K 0.01%
1,420
190
$50.2K ﹤0.01%
1,766
191
$50.2K ﹤0.01%
857
192
$49.8K ﹤0.01%
792
193
$47.9K ﹤0.01%
370
194
$44.2K ﹤0.01%
944
195
$44.1K ﹤0.01%
576
196
$42.8K ﹤0.01%
1,392
197
$40.8K ﹤0.01%
900
198
$40.2K ﹤0.01%
1,495
199
$38.2K ﹤0.01%
1,558
200
$37.4K ﹤0.01%
1,607
6 7
8
9 10