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 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
301
$19.5K ﹤0.01%
+10,661
302
$18K ﹤0.01%
+99
303
$17.2K ﹤0.01%
10,753
304
$9.13K ﹤0.01%
575
305
-4,925
306
-3,515
307
-6,002
308
-3,400
309
-8,053
310
-934
311
-3,142
312
-4,740
313
-3,061
314
-4,239
315
-1,020