PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
-2.31%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$4.4B
AUM Growth
+$4.4B
(+5.6%)
Cap. Flow
+$380M
Cap. Flow
% of AUM
8.65%
Top 10 Holdings %
Top 10 Hldgs %
54.48%
Holding
366
New
40
Increased
199
Reduced
91
Closed
17
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$55.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$53.6M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$29.2M |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
$28.2M |
| 5 |
Dimensional US Targeted Value ETF
DFAT
|
$25.5M |
Top Sells
Sector Composition
| 1 | Technology | 2.4% |
| 2 | Consumer Discretionary | 0.74% |
| 3 | Financials | 0.67% |
| 4 | Industrials | 0.48% |
| 5 | Consumer Staples | 0.44% |
