PFM

Phillips Financial Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 13.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.52B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$8.27M
3
+$6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.27M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$5.25M

Top Sells

1
+$2.49M
2
+$1.42M
3
+$1.34M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.32M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.28M

Sector Composition

1 Technology 1.29%
2 Financials 1.12%
3 Communication Services 0.39%
4 Consumer Discretionary 0.35%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$292K 0.02%
3,325
177
$290K 0.02%
+954
178
$288K 0.02%
2,860
-2
179
$268K 0.02%
6,123
180
$266K 0.02%
+2,541
181
$258K 0.02%
+1,213
182
$255K 0.02%
+9,363
183
$254K 0.02%
1,510
184
$249K 0.02%
1,788
+8
185
$248K 0.02%
+1,345
186
$245K 0.02%
3,576
+574
187
$243K 0.02%
+2,569
188
$241K 0.02%
+3,069
189
$241K 0.02%
7,944
190
$239K 0.02%
+333
191
$239K 0.02%
4,320
+3,346
192
$237K 0.02%
+1,686
193
$234K 0.02%
+994
194
$233K 0.02%
+1,628
195
$231K 0.02%
1,625
-7
196
$228K 0.02%
+646
197
$226K 0.01%
+2,513
198
$221K 0.01%
6,507
-142
199
$218K 0.01%
+274
200
$218K 0.01%
+3,301
6 7
8
9 10