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
$640M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.2M
3
+$1.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.63M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Top Sells

1
+$7.98M
2
+$7.67M
3
+$3.41M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Sector Composition

1 Technology 1.94%
2 Healthcare 1.73%
3 Industrials 0.87%
4 Utilities 0.65%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.29%
30,940
-6,376
52
$1.83M 0.29%
44,023
-12,749
53
$1.76M 0.27%
12,740
+1,460
54
$1.74M 0.27%
+13,066
55
$1.64M 0.26%
14,702
-7
56
$1.59M 0.25%
16,241
+4,101
57
$1.58M 0.25%
38,789
-2,167
58
$1.56M 0.24%
39,908
+5,892
59
$1.55M 0.24%
8,075
-275
60
$1.51M 0.24%
20,415
+142
61
$1.49M 0.23%
5,944
+76
62
$1.43M 0.22%
18,728
-5,348
63
$1.38M 0.22%
15,123
+386
64
$1.31M 0.21%
14,382
+2,575
65
$1.16M 0.18%
7,735
+244
66
$1.15M 0.18%
26,869
-2,766
67
$1.13M 0.18%
16,326
+243
68
$1.03M 0.16%
84,060
-1,098
69
$960K 0.15%
54,508
+34,424
70
$946K 0.15%
5,729
-194
71
$935K 0.15%
2,563
+373
72
$926K 0.14%
8,664
-2,229
73
$921K 0.14%
5,159
+1,243
74
$879K 0.14%
6,252
+1,072
75
$867K 0.14%
33,576
+10,214
1 2
3
4 5