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
76
$815K 0.13%
7,959
+189
77
$790K 0.12%
25,458
+421
78
$777K 0.12%
6,965
+646
79
$764K 0.12%
14,201
-791
80
$745K 0.12%
4,065
+201
81
$740K 0.12%
4,109
-384
82
$719K 0.11%
25,566
-1,014
83
$659K 0.1%
7,654
+1
84
$643K 0.1%
6,863
85
$623K 0.1%
25,600
-2,703
86
$591K 0.09%
2,003
-1
87
$584K 0.09%
15,058
88
$581K 0.09%
9,546
-2,043
89
$556K 0.09%
7,903
90
$549K 0.09%
1,077
+8
91
$540K 0.08%
7,500
+105
92
$510K 0.08%
9,763
-4,506
93
$504K 0.08%
10,724
-57
94
$493K 0.08%
+5,025
95
$484K 0.08%
10,778
-630
96
$475K 0.07%
4,216
+281
97
$431K 0.07%
6,080
-140
98
$426K 0.07%
4,050
99
$412K 0.06%
2,512
+8
100
$410K 0.06%
5,800
+880
2 3
4
5 6