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
$4.17B
AUM Growth
+$561M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$52.9M
2
+$44.4M
3
+$40.9M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$35.7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.1M

Top Sells

1
+$6.27M
2
+$3.27M
3
+$2.6M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.33M

Sector Composition

1 Technology 2.27%
2 Financials 0.66%
3 Consumer Discretionary 0.65%
4 Industrials 0.51%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$62K ﹤0.01%
3,333
327
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-8,959
328
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-8,238
329
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-15,761
330
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-2,524
331
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-2,276
332
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-15,165
333
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-11,655
334
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-1,664
335
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-2,689
336
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-3,160
337
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-2,921
338
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-10,780
339
– –
-3,090
340
– –
-1,059
341
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-2,467
342
– –
-10,279
343
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-3,755
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