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
$270M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$1.24M
3
+$1.08M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$814K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$804K

Top Sells

1
+$685K
2
+$570K
3
+$363K
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$338K
5
HCBK
HUDSON CITY BANCORP INC
HCBK
+$312K

Sector Composition

1 Healthcare 0.91%
2 Energy 0.68%
3 Technology 0.56%
4 Financials 0.45%
5 Utilities 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.26%
3,909
27
$695K 0.26%
29,254
+8,771
28
$694K 0.26%
13,172
+18
29
$685K 0.25%
8,000
-8,000
30
$560K 0.21%
7,314
-106
31
$537K 0.2%
5,858
-429
32
$494K 0.18%
7,057
-3,572
33
$469K 0.17%
18,608
-3,088
34
$463K 0.17%
10,486
-4,620
35
$443K 0.16%
4,750
-750
36
$428K 0.16%
6,191
-1,140
37
$415K 0.15%
1,900
-1,000
38
$408K 0.15%
2,840
+62
39
$384K 0.14%
6,000
40
$372K 0.14%
3,406
-2,229
41
$351K 0.13%
6,759
-268
42
$329K 0.12%
7,916
-3,471
43
$320K 0.12%
11,413
-1,648
44
$312K 0.12%
32,060
-32,060
45
$301K 0.11%
10,000
46
$273K 0.1%
13,446
-5
47
$245K 0.09%
3,068
-66
48
$245K 0.09%
2,936
-11
49
$244K 0.09%
9,420
-4,920
50
$239K 0.09%
4,978
-8
1
2
3