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
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17.7M
3
+$13.4M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$13.1M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$12.2M

Top Sells

1
+$4.19M
2
+$2.99M
3
+$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.01%
1,735
+102
227
$275K 0.01%
3,970
+264
228
$270K 0.01%
683
-9
229
$270K 0.01%
3,250
-10
230
$268K 0.01%
21,563
-2,436
231
$260K 0.01%
12,554
-884
232
$258K 0.01%
+3,400
233
$256K 0.01%
3,603
+10
234
$251K 0.01%
4,546
+171
235
$248K 0.01%
866
+154
236
$246K 0.01%
+934
237
$244K 0.01%
10,370
+92
238
$242K 0.01%
3,515
+403
239
$240K 0.01%
3,995
-884
240
$238K 0.01%
2,311
+261
241
$235K 0.01%
4,316
-79
242
$235K 0.01%
3,454
+257
243
$234K 0.01%
+2,648
244
$227K 0.01%
+858
245
$225K 0.01%
15,001
+2,509
246
$222K 0.01%
5,914
247
$215K 0.01%
5,300
248
$212K 0.01%
3,061
+357
249
$212K 0.01%
4,105
+154
250
$211K 0.01%
+1,412
7 8 9
10
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