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

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
276
$321K 0.01%
+3,147
277
$321K 0.01%
+5,317
278
$320K 0.01%
+6,024
279
$320K 0.01%
1,965
+256
280
$318K 0.01%
4,652
+425
281
$316K 0.01%
8,895
+259
282
$314K 0.01%
3,812
283
$313K 0.01%
12,145
284
$313K 0.01%
2,822
-8
285
$312K 0.01%
1,483
+76
286
$311K 0.01%
5,521
-95
287
$307K 0.01%
+5,205
288
$302K 0.01%
7,872
+10
289
$300K 0.01%
+2,510
290
$297K 0.01%
+6,804
291
$297K 0.01%
2,191
+33
292
$290K 0.01%
785
+13
293
$290K 0.01%
2,270
+586
294
$289K 0.01%
3,434
+79
295
$289K 0.01%
1,045
+147
296
$277K 0.01%
5,819
+787
297
$268K 0.01%
+5,027
298
$268K 0.01%
4,054
+176
299
$268K 0.01%
1,089
+78
300
$268K 0.01%
+3,707