PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+4.48%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$2.16B
AUM Growth
+$2.16B
(+11%)
Cap. Flow
+$140M
Cap. Flow
% of AUM
6.47%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
259
New
17
Increased
127
Reduced
76
Closed
6
Top Buys
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$894K |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$605K |
| 3 |
Avantis US Large Cap Value ETF
AVLV
|
$604K |
| 4 |
Sempra
SRE
|
$582K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$460K |
Sector Composition
| 1 | Technology | 1.98% |
| 2 | Healthcare | 0.87% |
| 3 | Industrials | 0.7% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Financials | 0.6% |
