PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$39.8M
3
+$38.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$21.5M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$17.5M

Top Sells

1
+$279K

Sector Composition

1 Healthcare 2.58%
2 Industrials 2.26%
3 Technology 1.76%
4 Utilities 0.87%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 1.14%
+151,273
27
$4.91M 1.07%
+141,022
28
$4.74M 1.04%
+83,912
29
$4.62M 1.01%
+138,957
30
$4.17M 0.91%
+116,432
31
$4.08M 0.89%
+38,642
32
$3.98M 0.87%
+47,508
33
$3.47M 0.76%
+52,013
34
$2.97M 0.65%
+57,359
35
$2.91M 0.64%
+17,892
36
$2.9M 0.63%
+32,174
37
$2.8M 0.61%
+35,619
38
$2.67M 0.58%
+46,870
39
$2.53M 0.55%
+18,183
40
$2.3M 0.5%
+27,572
41
$2.12M 0.46%
+25,460
42
$2.02M 0.44%
+41,913
43
$1.69M 0.37%
+41,955
44
$1.68M 0.37%
+100,318
45
$1.63M 0.36%
+30,413
46
$1.46M 0.32%
+58,232
47
$1.44M 0.31%
+21,217
48
$1.4M 0.31%
+14,020
49
$1.34M 0.29%
+8,611
50
$1.34M 0.29%
+14,370
1
2
3 4 5