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
$4.4B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Sells

1 +$4.15M
2 +$3.62M
3 +$3.35M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.14M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$804K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 0.74%
3 Financials 0.67%
4 Industrials 0.48%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$462K 0.01%
3,898
+150
227
$460K 0.01%
5,056
-71
228
$458K 0.01%
6,645
+1,317
229
$458K 0.01%
1,369
+459
230
$453K 0.01%
1,584
-24
231
$452K 0.01%
792
+25
232
$444K 0.01%
6,609
-20
233
$444K 0.01%
13,299
+1,976
234
$442K 0.01%
+5,638
235
$442K 0.01%
7,808
+2,538
236
$435K 0.01%
942
+7
237
$432K 0.01%
10,815
-1,915
238
$430K 0.01%
21,469
-10,852
239
$430K 0.01%
4,731
240
$425K 0.01%
3,034
+29
241
$422K 0.01%
2,250
-45
242
$419K 0.01%
3,756
243
$419K 0.01%
1,219
-37
244
$408K 0.01%
8,437
-328
245
$407K 0.01%
8,455
+500
246
$406K 0.01%
5,487
+7
247
$404K 0.01%
+6,360
248
$400K 0.01%
4,030
-1,518
249
$396K 0.01%
+6,697
250
$392K 0.01%
5,003