PFA

Pure Financial Advisors Portfolio holdings

AUM $6.77B
1-Year Est. Return 15.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.68B
AUM Growth
+$899M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$66.2M
2
+$46.9M
3
+$27.2M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$23.9M
5
AAPL icon
Apple
AAPL
+$20.6M

Top Sells

1
+$3.41M
2
+$2.61M
3
+$1.42M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.28M
5
SHW icon
Sherwin-Williams
SHW
+$859K

Sector Composition

1 Technology 3.03%
2 Consumer Discretionary 1.14%
3 Financials 1.14%
4 Industrials 0.81%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$237K ﹤0.01%
+2,098
427
$236K ﹤0.01%
1,368
-339
428
$235K ﹤0.01%
+919
429
$234K ﹤0.01%
+1,993
430
$232K ﹤0.01%
+3,635
431
$232K ﹤0.01%
+4,359
432
$232K ﹤0.01%
+332
433
$231K ﹤0.01%
+439
434
$227K ﹤0.01%
2,832
+61
435
$226K ﹤0.01%
7,434
436
$225K ﹤0.01%
+3,220
437
$225K ﹤0.01%
+786
438
$223K ﹤0.01%
+5,268
439
$222K ﹤0.01%
+3,476
440
$222K ﹤0.01%
+3,232
441
$218K ﹤0.01%
+2,267
442
$217K ﹤0.01%
+912
443
$214K ﹤0.01%
+759
444
$214K ﹤0.01%
1,795
445
$213K ﹤0.01%
7,843
-1,299
446
$213K ﹤0.01%
+1,352
447
$212K ﹤0.01%
+7,159
448
$211K ﹤0.01%
2,132
+181
449
$208K ﹤0.01%
+744
450
$207K ﹤0.01%
+3,944
15 16 17
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