PFA

Pure Financial Advisors Portfolio holdings

AUM $6.22B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$7.02M
2 +$6.95M

Top Sells

1 +$57.8M
2 +$42.2M
3 +$33.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.9M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,759
27
-895
28
-50,620
29
-180,654
30
-2,091
31
-1,094
32
-136,616
33
-2,877
34
-12,677
35
-11,121
36
-5,119
37
-17,680
38
-14,079
39
-20,110
40
-4,081
41
-14,073
42
-285,862
43
-735,201
44
-5,660
45
-6,220
46
-4,964
47
-10,860
48
-52,319
49
-5,187
50
-36,773