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
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366
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