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
$2.9B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$26.2M
3
+$22.1M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$17.8M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$15.7M

Top Sells

1
+$3.52M
2
+$3.36M
3
+$3.02M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.88M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.75M

Sector Composition

1 Technology 2.28%
2 Financials 0.94%
3 Consumer Discretionary 0.78%
4 Healthcare 0.72%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.01%
10,518
+148
252
$276K 0.01%
3,804
-166
253
$273K 0.01%
+10,701
254
$272K 0.01%
4,090
255
$272K 0.01%
22,292
+729
256
$265K 0.01%
5,936
+22
257
$262K 0.01%
5,300
258
$260K 0.01%
+1,450
259
$259K 0.01%
3,995
260
$259K 0.01%
2,067
-2,064
261
$256K 0.01%
+9,569
262
$255K 0.01%
+11,094
263
$251K 0.01%
+1,104
264
$247K 0.01%
+1,174
265
$245K 0.01%
2,871
-583
266
$243K 0.01%
783
-83
267
$239K 0.01%
+1,679
268
$238K 0.01%
+3,253
269
$238K 0.01%
+1,067
270
$237K 0.01%
+8,000
271
$235K 0.01%
2,062
272
$235K 0.01%
1,255
-157
273
$234K 0.01%
+1,443
274
$233K 0.01%
4,059
-487
275
$232K 0.01%
+3,311
9 10
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