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 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
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1,223
229
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4,395
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231
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712
232
$234K 0.01%
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233
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234
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3,112
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235
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5,300
236
$227K 0.01%
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237
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238
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241
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4,375
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3,951
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245
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1,510
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246
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+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