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
$334M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$7.61M
2 +$6.74M
3 +$1.64M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.09M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$1.07M

Top Sells

1 +$1.17M
2 +$226K
3 +$203K
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$139K
5
GE icon
GE Aerospace
GE
+$134K

Sector Composition

1 Healthcare 1.61%
2 Technology 1.05%
3 Utilities 0.83%
4 Financials 0.59%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,519