PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+0.78%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$553M
AUM Growth
+$553M
(-0.78%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
48.55%
Holding
140
New
5
Increased
55
Reduced
52
Closed
10
Top Buys
Top Sells
| 1 |
EFII
Electronics for Imaging
EFII
|
$7.26M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$1.14M |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$1.09M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$764K |
| 5 |
iShares Core US REIT ETF
USRT
|
$710K |
Sector Composition
| 1 | Healthcare | 1.6% |
| 2 | Technology | 1.29% |
| 3 | Industrials | 1.2% |
| 4 | Utilities | 0.81% |
| 5 | Financials | 0.53% |
