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
$2.9B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Sells

1 +$3.52M
2 +$3.36M
3 +$3.02M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.88M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.75M

Sector Composition

1 Technology 2.28%
2 Financials 0.94%
3 Consumer Discretionary 0.78%
4 Healthcare 0.72%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$362K 0.01%
513
+6
227
$362K 0.01%
3,928
-38
228
$361K 0.01%
7,029
+1,299
229
$361K 0.01%
3,477
+73
230
$358K 0.01%
+2,813
231
$358K 0.01%
+4,969
232
$355K 0.01%
11,729
-770
233
$353K 0.01%
17,008
+1,408
234
$348K 0.01%
2,920
-117
235
$345K 0.01%
3,391
+743
236
$338K 0.01%
4,650
+151
237
$336K 0.01%
5,710
+765
238
$336K 0.01%
+3,463
239
$332K 0.01%
3,981
+482
240
$331K 0.01%
3,340
-237
241
$325K 0.01%
8,400
+445
242
$321K 0.01%
1,072
-53
243
$319K 0.01%
+3,202
244
$317K 0.01%
1,220
245
$307K 0.01%
+12,145
246
$305K 0.01%
12,912
+358
247
$304K 0.01%
7,350
-1,248
248
$292K 0.01%
7,226
+327
249
$290K 0.01%
+6,625
250
$286K 0.01%
3,587
-16