PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+1.11%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$290M
AUM Growth
+$290M
(+7.5%)
Cap. Flow
+$18.5M
Cap. Flow
% of AUM
6.38%
Top 10 Holdings %
Top 10 Hldgs %
82.84%
Holding
63
New
8
Increased
34
Reduced
11
Closed
4
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$6.42M |
| 2 |
SPDR S&P Global Natural Resources ETF
GNR
|
$2.51M |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$1.96M |
| 4 |
Vanguard Value ETF
VTV
|
$1.86M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.04M |
Top Sells
Sector Composition
| 1 | Healthcare | 1.11% |
| 2 | Technology | 0.72% |
| 3 | Financials | 0.57% |
| 4 | Energy | 0.47% |
| 5 | Utilities | 0.34% |
