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
$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
-1,020
306
-4,239
307
-3,061
308
-4,740
309
-3,142
310
-934
311
-8,053
312
-3,400
313
-6,002
314
-3,515
315
-4,925