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
$4.4B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$53.6M
3
+$29.2M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$28.2M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$25.5M

Top Sells

1
+$4.15M
2
+$3.62M
3
+$3.35M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.14M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$804K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 0.74%
3 Financials 0.67%
4 Industrials 0.48%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$389K 0.01%
1,383
-5
252
$385K 0.01%
14,093
-3,355
253
$385K 0.01%
3,340
254
$380K 0.01%
1,055
+426
255
$375K 0.01%
14,519
-9
256
$374K 0.01%
1,647
+40
257
$367K 0.01%
11,301
+273
258
$366K 0.01%
4,014
+804
259
$361K 0.01%
1,052
-96
260
$353K 0.01%
13,273
-69
261
$353K 0.01%
620
+27
262
$353K 0.01%
5,663
-4,092
263
$351K 0.01%
11,869
-1,755
264
$349K 0.01%
7,644
-32
265
$347K 0.01%
2,958
-1,085
266
$347K 0.01%
1,159
-11
267
$342K 0.01%
2,690
-428
268
$340K 0.01%
6,035
+17
269
$338K 0.01%
590
+87
270
$334K 0.01%
6,988
+519
271
$334K 0.01%
1,655
+12
272
$332K 0.01%
+4,136
273
$331K 0.01%
1,560
-1,066
274
$328K 0.01%
2,490
+204
275
$328K 0.01%
5,703
9 10
11
12 13