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

Top Buys

1
+$55.1M
2
+$53.6M
3
+$29.2M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$28.2M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$25.5M

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
301
$266K 0.01%
2,473
+119
302
$266K 0.01%
+5,265
303
$262K 0.01%
11,295
+153
304
$259K 0.01%
+2,436
305
$252K 0.01%
+4,168
306
$252K 0.01%
+16,520
307
$251K 0.01%
+1,994
308
$249K 0.01%
+1,903
309
$247K 0.01%
6,485
+905
310
$243K 0.01%
8,555
-4,807
311
$241K 0.01%
10,626
312
$239K 0.01%
+2,062
313
$235K 0.01%
+2,546
314
$234K 0.01%
581
+21
315
$233K 0.01%
3,896
+119
316
$229K 0.01%
+669
317
$226K 0.01%
+4,197
318
$226K 0.01%
+9,142
319
$224K 0.01%
2,408
-70
320
$224K 0.01%
3,436
321
$223K 0.01%
+2,092
322
$223K 0.01%
3,535
-53
323
$222K 0.01%
1,639
-124
324
$221K 0.01%
+6,858
325
$221K 0.01%
10,688
-5,775
11 12
13
14 15