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
$2.36B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Sells

1 +$2.76M
2 +$1.59M
3 +$1.43M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Sector Composition

1 Technology 2.18%
2 Healthcare 0.77%
3 Financials 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$115K ﹤0.01%
19,387
252
$55.4K ﹤0.01%
+11,655
253
$35.2K ﹤0.01%
10,753
254
$27.3K ﹤0.01%
15,610
255
$13K ﹤0.01%
575
256
$3.96K ﹤0.01%
1,020
-1
257
-1,850
258
-2,982
259
-10,835
260
-5,867
261
-1,455
262
-5,188
263
-3,711
264
-3,670