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

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
326
$219K 0.01%
2,665
+93
327
$218K 0.01%
+1,133
328
$218K 0.01%
1,795
329
$216K ﹤0.01%
944
-67
330
$216K ﹤0.01%
17,094
331
$214K ﹤0.01%
+1,174
332
$213K ﹤0.01%
+1,926
333
$212K ﹤0.01%
1,004
+5
334
$211K ﹤0.01%
+2,764
335
$211K ﹤0.01%
7,434
336
$208K ﹤0.01%
1,822
+17
337
$207K ﹤0.01%
1,602
-848
338
$206K ﹤0.01%
3,624
-68
339
$205K ﹤0.01%
18,195
340
$204K ﹤0.01%
+325
341
$200K ﹤0.01%
+832
342
$200K ﹤0.01%
+683
343
$161K ﹤0.01%
16,267
+171
344
$145K ﹤0.01%
+10,361
345
$117K ﹤0.01%
66,185
346
$111K ﹤0.01%
19,387
347
$104K ﹤0.01%
3,333
348
$66.2K ﹤0.01%
17,510
349
$20.4K ﹤0.01%
+10,100
350
-4,339