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
$2.16B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.7M
3
+$10.6M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$10.4M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$9.57M

Top Sells

1
+$894K
2
+$605K
3
+$604K
4
SRE icon
Sempra
SRE
+$582K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$460K

Sector Composition

1 Technology 1.98%
2 Healthcare 0.87%
3 Industrials 0.7%
4 Consumer Discretionary 0.65%
5 Financials 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.9K ﹤0.01%
1,021
+1
252
$14.6K ﹤0.01%
+15,610
253
$14.6K ﹤0.01%
+575
254
– –
-4,544
255
– –
-2,404
256
– –
-3,414
257
– –
-2,701
258
– –
-12,484
259
– –
-2,759
7 8 9 10
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