PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
-12.84%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$1.61B
AUM Growth
+$1.61B
(-26%)
Cap. Flow
-$348M
Cap. Flow
% of AUM
-21.54%
Top 10 Holdings %
Top 10 Hldgs %
49.1%
Holding
249
New
26
Increased
124
Reduced
65
Closed
18
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$14.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$14.4M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.6M |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
$7.71M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$5.41M |
Top Sells
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Financials | 1.44% |
| 3 | Healthcare | 1.08% |
| 4 | Consumer Discretionary | 0.77% |
| 5 | Industrials | 0.65% |
