PFA

Pure Financial Advisors Portfolio holdings

AUM $6.22B
1-Year Est. Return 14.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.95M

Top Sells

1
+$57.8M
2
+$42.2M
3
+$33.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.9M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7,303
52
– –
-107,842
53
– –
-28,802
54
– –
-13,865
55
– –
-36,718
56
– –
-8,774
57
– –
-20,117
58
– –
-2,805
59
– –
-8,714
60
– –
-38,221
61
– –
-4,443
62
– –
-9,175
63
– –
-5,193
64
– –
-3,172
65
– –
-2,395
66
– –
-1,410
67
– –
-6,061
68
– –
-24,267
69
– –
-3,917
70
– –
-4,000
71
– –
-9,217
72
– –
-22,199
73
– –
-4,634
74
– –
-9,026
75
– –
-20,460
1 2
3
4 5