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
$229M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$2.9M
3
+$1.77M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.54M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.22M

Top Sells

1
+$917K
2
+$441K
3
+$367K
4
SRE icon
Sempra
SRE
+$300K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$239K

Sector Composition

1 Financials 0.86%
2 Healthcare 0.61%
3 Energy 0.54%
4 Technology 0.4%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-13,446
52
– –
-10,187
53
– –
-2,630
54
– –
-3,279
55
– –
-7,016
1 2
3