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
$457M
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$39.8M
3
+$38.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$21.5M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$17.5M

Top Sells

1
+$279K

Sector Composition

1 Healthcare 2.58%
2 Industrials 2.26%
3 Technology 1.76%
4 Utilities 0.87%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.29%
+31,199
52
$1.23M 0.27%
+210
53
$1.22M 0.27%
+5,895
54
$1.14M 0.25%
+15,756
55
$1.09M 0.24%
+11,490
56
$1.09M 0.24%
+5,311
57
$1.07M 0.23%
+23,848
58
$1.02M 0.22%
+7,190
59
$1.02M 0.22%
+86,622
60
$991K 0.22%
+36,716
61
$974K 0.21%
+8,512
62
$897K 0.2%
+15,450
63
$881K 0.19%
+2,368
64
$873K 0.19%
+12,843
65
$849K 0.19%
+15,173
66
$846K 0.19%
+11,536
67
$838K 0.18%
+3,913
68
$809K 0.18%
+2,765
69
$755K 0.17%
+40,386
70
$729K 0.16%
+2,107
71
$710K 0.16%
+10,781
72
$688K 0.15%
+5,304
73
$636K 0.14%
+5,021
74
$636K 0.14%
+3,689
75
$629K 0.14%
+2,471
1 2
3
4 5