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
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Sells

1 +$4.19M
2 +$2.99M
3 +$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$209K 0.01%
+2,062
252
$208K 0.01%
1,486
-24
253
$203K 0.01%
+8,053
254
$202K 0.01%
+5,429
255
$175K 0.01%
17,094
256
$142K 0.01%
14,712
+462
257
$123K 0.01%
66,186
258
$106K ﹤0.01%
21,020
+1,633
259
$63.2K ﹤0.01%
11,655
260
$26.8K ﹤0.01%
10,753
261
$10.8K ﹤0.01%
575
262
$7.99K ﹤0.01%
1,020
263
-6,485
264
0
265
-2,168
266
-2,534
267
-1,223
268
-1,139
269
-1,847
270
-6,112
271
-3,276
272
-15,610