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
276
$231K 0.01%
+517
277
$229K 0.01%
+2,920
278
$228K 0.01%
+2,499
279
$228K 0.01%
+11,063
280
$226K 0.01%
4,129
+24
281
$218K 0.01%
+832
282
$215K 0.01%
+1,733
283
$214K 0.01%
+813
284
$214K 0.01%
+1,914
285
$211K 0.01%
+1,940
286
$207K 0.01%
+1,045
287
$207K 0.01%
+7,434
288
$206K 0.01%
388
-331
289
$204K 0.01%
+3,423
290
$204K 0.01%
+2,429
291
$202K 0.01%
+5,003
292
$202K 0.01%
+5,879
293
$202K 0.01%
+2,552
294
$197K 0.01%
17,094
295
$197K 0.01%
17,768
+3,056
296
$187K 0.01%
+11,723
297
$118K ﹤0.01%
66,186
298
$112K ﹤0.01%
19,387
-1,633
299
$97K ﹤0.01%
+3,333
300
$66.1K ﹤0.01%
11,655
9 10 11
12
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