PFA

Pure Financial Advisors Portfolio holdings

AUM $6.77B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$19.6M
3
+$19M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.62M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.5M

Top Sells

1
+$1.51M
2
+$1.42M
3
+$1.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.15M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M

Sector Composition

1 Financials 3.61%
2 Technology 1.62%
3 Healthcare 0.96%
4 Consumer Discretionary 0.79%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.01%
+13,900
227
$54K ﹤0.01%
+10,753
228
$51K ﹤0.01%
+1,850
229
$28K ﹤0.01%
1,020
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230
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-6,292
231
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232
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-3,086
233
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234
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236
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237
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238
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239
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240
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241
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242
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243
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246
– –
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6 7 8 9
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