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
$558M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.89M
3
+$1.49M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.36M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$1.28M

Top Sells

1
+$882K
2
+$736K
3
+$633K
4
AAPL icon
Apple
AAPL
+$541K
5
AMZN icon
Amazon
AMZN
+$456K

Sector Composition

1 Industrials 2.45%
2 Healthcare 1.63%
3 Technology 1.39%
4 Utilities 0.77%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.29%
20,460
+393
52
$1.58M 0.28%
4,340
-47
53
$1.41M 0.25%
31,556
-737
54
$1.4M 0.25%
24,617
+1
55
$1.38M 0.25%
7,593
+2,314
56
$1.38M 0.25%
116,964
-3,342
57
$1.29M 0.23%
31,316
+73
58
$1.28M 0.23%
27,525
+2,900
59
$1.24M 0.22%
9,244
-678
60
$1.21M 0.22%
7,709
-193
61
$1.21M 0.22%
42,908
+2,668
62
$1.12M 0.2%
14,697
-1,206
63
$991K 0.18%
9,853
-231
64
$990K 0.18%
16,083
+267
65
$983K 0.18%
10,380
-4,820
66
$971K 0.17%
6,501
-54
67
$966K 0.17%
11,490
+47
68
$921K 0.17%
4,320
+400
69
$892K 0.16%
13,575
-631
70
$851K 0.15%
11,704
-74
71
$829K 0.15%
3,985
-2,012
72
$823K 0.15%
8,331
-123
73
$811K 0.15%
43,341
+1,134
74
$810K 0.15%
4,698
75
$809K 0.15%
14,911
-763
1 2
3
4 5