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PFA
Pure Financial Advisors Portfolio holdings
AUM
$6.97B
1-Year Est. Return
16.14%
This Fund
S&P 500
This Quarter
Est. Return
-5.15%
1 Year Est. Return
+16.14%
3 Year Est. Return
+37.17%
5 Year Est. Return
+30.16%
10 Year Est. Return
+84.39%
AUM
$187M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
104.7%
Top 10 Holdings %
Top 10 Hldgs %
78%
Holding
49
New
49
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares TIPS Bond ETF
TIP
|
+$71.9M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$18.9M |
| 3 |
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
+$15.2M |
| 4 |
State Street SPDR Portfolio TIPS ETF
SPIP
|
+$13.1M |
| 5 |
State Street SPDR S&P Global Natural Resources ETF
GNR
|
+$10.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.96% |
| 2 | Energy | 0.79% |
| 3 | Healthcare | 0.57% |
| 4 | Technology | 0.47% |
| 5 | Consumer Discretionary | 0.24% |
Similar funds
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STA
SBH
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OCA
CWM
EDRH
RPI
Pure Financial Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Pure Financial Advisors, which disclosed 49 positions worth $187M. Its ten largest holdings account for 78% of the portfolio.
Its largest position is iShares TIPS Bond ETF: 607,582 shares worth $68.1M.
By sector, the portfolio is most concentrated in Financials at 0.96% of assets, followed by Energy and Healthcare.
- Pure Financial Advisors's largest Q2 2013 buy was iShares TIPS Bond ETF: 607,582 shares worth $68.1M.
- Pure Financial Advisors's ten largest holdings make up 78% of its $187M portfolio in Q2 2013.
- Pure Financial Advisors disclosed 49 positions in Q2 2013, its first 13F filing on record.
Based on Pure Financial Advisors's 13F filing for Q2 2013, filed 18 Jul 2013.