PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
-3.24%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$2.45B
AUM Growth
+$2.45B
(+3.8%)
Cap. Flow
+$173M
Cap. Flow
% of AUM
7.05%
Top 10 Holdings %
Top 10 Hldgs %
50.73%
Holding
272
New
16
Increased
151
Reduced
69
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$20.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$17.7M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
$13.4M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$13.1M |
| 5 |
Dimensional US Small Cap ETF
DFAS
|
$12.2M |
Top Sells
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Healthcare | 0.77% |
| 3 | Consumer Discretionary | 0.68% |
| 4 | Financials | 0.65% |
| 5 | Industrials | 0.57% |
