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
$246M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$1.76M
3
+$1.62M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$956K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$585K

Top Sells

1
+$618K
2
+$355K
3
+$287K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$272K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$251K

Sector Composition

1 Financials 0.85%
2 Healthcare 0.74%
3 Energy 0.6%
4 Technology 0.48%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.09%
+7,017
52
$146K 0.06%
13,400
53
$135K 0.05%
+10,187
54
– –
-7,838
55
– –
-1,540
56
– –
-7,742
1 2
3