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
76
– –
-73,950
77
– –
-7,451
78
– –
-13,500
79
– –
-21,566
80
– –
-89,964
81
– –
-22,628
82
– –
-46,656
83
– –
-40,384
84
– –
-78,580
85
– –
-2,264
86
– –
-16,724
87
– –
-1,519
88
– –
-4,400
89
– –
-64,494
90
– –
-65,114
91
– –
-10,483
92
– –
-12,512
93
– –
-508,658
94
– –
-4,800
95
– –
-6,229
96
– –
-35,622
97
– –
-37,359
98
– –
-586,136
99
– –
-156,345
100
– –
-507,288
1 2 3
4
5