PFA

Pure Financial Advisors Portfolio holdings

AUM $6.97B
1-Year Est. Return 16.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.15%
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
+$52.2M
2
+$43.1M
3
+$39.3M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$34.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31M

Top Sells

1
+$6.04M
2
+$3.16M
3
+$2.64M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.31M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.3M

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
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328
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329
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-8,959
330
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333
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334
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338
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339
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340
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-1,059
341
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-2,467
342
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343
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-3,755
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