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
$271M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$8.53M
2
+$1.91M
3
+$1.41M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.41M
5
SRE icon
Sempra
SRE
+$689K

Top Sells

1
+$243K
2
+$169K
3
+$141K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$104K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$103K

Sector Composition

1 Healthcare 0.9%
2 Financials 0.78%
3 Energy 0.7%
4 Technology 0.6%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$957K 0.35%
8,066
+641
27
$772K 0.28%
10,629
-1,048
28
$689K 0.25%
+13,154
29
$676K 0.25%
15,106
-1,426
30
$670K 0.25%
5,635
-251
31
$661K 0.24%
3,909
32
$636K 0.23%
7,420
+120
33
$630K 0.23%
64,120
34
$542K 0.2%
2,900
35
$526K 0.19%
7,331
-51
36
$509K 0.19%
6,287
+429
37
$504K 0.19%
21,696
+4,616
38
$492K 0.18%
11,387
-1,796
39
$480K 0.18%
20,483
+7,929
40
$452K 0.17%
5,500
41
$409K 0.15%
+2,778
42
$372K 0.14%
14,340
-482
43
$369K 0.14%
7,027
-480
44
$368K 0.14%
+13,061
45
$348K 0.13%
6,000
46
$338K 0.12%
9,266
47
$324K 0.12%
10,000
48
$310K 0.11%
20,188
-100
49
$260K 0.1%
3,134
50
$259K 0.1%
13,451
+5
1
2
3