PFA

Pure Financial Advisors Portfolio holdings

AUM $6.28B
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.9M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$6.94M

Top Sells

1
+$57.8M
2
+$42.2M
3
+$33.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$25.4M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$16.9M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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-21,829
104
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105
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-101,074
106
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-130,405
107
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-126,523
108
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-241,549
109
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-6,759
110
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-17,105
111
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-5,514
112
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-2,739
113
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-192,377
1 2 3 4
5