PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
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 Sells

1 +$12M
2 +$1.36M
3 +$1.36M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.05M

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
-13
230
-3,692
231
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232
-10,574
233
-1,804
234
-13,933
235
-9,021
236
-2,390
237
-6,364
238
-4,758
239
-9,645
240
-794
241
-3,149
242
-5,864
243
-6,883
244
-8,072
245
-3,086
246
-3,574
247
-6,292