PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$49.6M
2 +$44.8M
3 +$25.3M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.98M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.71M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.97%
3 Industrials 0.73%
4 Financials 0.66%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,873
252
-8,972