PFA

Pure Financial Advisors Portfolio holdings

AUM $6.28B
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.36B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$24.7M
3
+$15.9M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12.7M

Top Sells

1
+$2.76M
2
+$1.59M
3
+$1.43M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Sector Composition

1 Technology 2.18%
2 Healthcare 0.77%
3 Financials 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$270K 0.01%
3,706
+30
227
$255K 0.01%
2,704
-15,111
228
$254K 0.01%
1,223
229
$253K 0.01%
4,395
-250
230
$235K 0.01%
2,043
231
$235K 0.01%
712
232
$234K 0.01%
+2,050
233
$231K 0.01%
5,914
+22
234
$231K 0.01%
3,112
+67
235
$229K 0.01%
5,300
236
$227K 0.01%
6,112
+782
237
$226K 0.01%
1,847
-75
238
$223K 0.01%
1,139
+7
239
$219K 0.01%
2,534
-19
240
$218K 0.01%
9,728
+159
241
$218K 0.01%
4,375
-42
242
$217K 0.01%
3,276
243
$217K 0.01%
2,090
-161
244
$210K 0.01%
3,951
+25
245
$202K 0.01%
1,510
-222
246
$202K 0.01%
+3,197
247
$199K 0.01%
+12,492
248
$197K 0.01%
17,094
249
$156K 0.01%
14,250
250
$134K 0.01%
66,186
7 8 9
10
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