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
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Sells

1 +$4.19M
2 +$2.99M
3 +$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$3.26M 0.13%
191,886
-23,314
77
$3.25M 0.13%
9,266
+196
78
$3.25M 0.13%
133,325
+6,087
79
$3.18M 0.13%
135,467
+59,762
80
$3.15M 0.13%
108,130
-2,762
81
$3M 0.12%
20,963
+598
82
$2.84M 0.12%
18,225
-271
83
$2.7M 0.11%
18,135
+416
84
$2.64M 0.11%
8,730
-231
85
$2.61M 0.11%
9,824
+915
86
$2.57M 0.11%
27,255
-6,278
87
$2.53M 0.1%
37,208
+2,152
88
$2.5M 0.1%
52,026
+1,615
89
$2.45M 0.1%
18,549
+5,726
90
$2.42M 0.1%
4,502
+734
91
$2.4M 0.1%
23,345
+1,415
92
$2.39M 0.1%
62,931
+569
93
$2.32M 0.09%
8,486
-285
94
$2.19M 0.09%
23,711
-214
95
$2.09M 0.09%
97,200
-753
96
$1.99M 0.08%
45,720
+5,890
97
$1.92M 0.08%
84,824
98
$1.84M 0.08%
103,516
+2,824
99
$1.79M 0.07%
13,691
+4,275
100
$1.7M 0.07%
15,340
+353