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
76
$623K 0.14%
+9,009
77
$610K 0.13%
+23,707
78
$593K 0.13%
+14,725
79
$584K 0.13%
+7,572
80
$570K 0.12%
+6,478
81
$553K 0.12%
+4,064
82
$552K 0.12%
+14,425
83
$549K 0.12%
+9,744
84
$545K 0.12%
+14,650
85
$545K 0.12%
+10,357
86
$543K 0.12%
+9,002
87
$502K 0.11%
+1,888
88
$496K 0.11%
+10,332
89
$490K 0.11%
+2,574
90
$476K 0.1%
+7,525
91
$473K 0.1%
+10,330
92
$460K 0.1%
+12,904
93
$433K 0.09%
+8,237
94
$428K 0.09%
+5,248
95
$428K 0.09%
+8,349
96
$427K 0.09%
+3,093
97
$390K 0.09%
+1,343
98
$377K 0.08%
+1,157
99
$368K 0.08%
+3,724
100
$363K 0.08%
+6,020
2 3
4
5 6