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
$1.3B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$2.87M
2 +$2.83M
3 +$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.21M
5
IAU icon
iShares Gold Trust
IAU
+$706K

Sector Composition

1 Technology 1.7%
2 Healthcare 1.18%
3 Financials 0.91%
4 Consumer Discretionary 0.75%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$13.8M 1.06%
376,331
+62,813
27
$13.1M 1.01%
96,439
-1,887
28
$12.2M 0.94%
139,615
+35,581
29
$11.8M 0.91%
159,095
-2,017
30
$11.7M 0.91%
204,147
+29,167
31
$11.5M 0.89%
318,080
-7,059
32
$9.83M 0.76%
119,971
+683
33
$9.34M 0.72%
42,695
+2,489
34
$9.22M 0.71%
65,143
+4,672
35
$8.86M 0.68%
151,117
-11,467
36
$8.15M 0.63%
56,027
-1,121
37
$7.15M 0.55%
239,667
-8,246
38
$6.49M 0.5%
105,004
+6,245
39
$6.48M 0.5%
56,437
+2,272
40
$6.07M 0.47%
156,282
+38,388
41
$5.92M 0.46%
53,760
+14,316
42
$5.74M 0.44%
20,365
+1,089
43
$5.28M 0.41%
100,395
-140
44
$4.92M 0.38%
35,272
-452
45
$4.91M 0.38%
57,019
-713
46
$4.89M 0.38%
80,268
+676
47
$4.85M 0.37%
109,144
+13,088
48
$4.74M 0.37%
185,664
-4,143
49
$4.53M 0.35%
117,632
-5,987
50
$4.48M 0.35%
155,915
-4,469