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
$457M
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$39.8M
3
+$38.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$21.5M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$17.5M

Top Sells

1
+$279K

Sector Composition

1 Healthcare 2.58%
2 Industrials 2.26%
3 Technology 1.76%
4 Utilities 0.87%
5 Financials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$358K 0.08%
+12,137
102
$357K 0.08%
+18,760
103
$356K 0.08%
+2,987
104
$355K 0.08%
+3,606
105
$353K 0.08%
+4,383
106
$349K 0.08%
+5,154
107
$348K 0.08%
+14,052
108
$340K 0.07%
+4,244
109
$340K 0.07%
+3,166
110
$339K 0.07%
+13,364
111
$337K 0.07%
+7,848
112
$336K 0.07%
+2,978
113
$329K 0.07%
+2,946
114
$323K 0.07%
+4,731
115
$323K 0.07%
+3,794
116
$322K 0.07%
+5,345
117
$320K 0.07%
+6,051
118
$288K 0.06%
+4,800
119
$282K 0.06%
+9,623
120
$273K 0.06%
+1,316
121
$269K 0.06%
+1,449
122
$267K 0.06%
+1,583
123
$266K 0.06%
+4,460
124
$261K 0.06%
+1,558
125
$255K 0.06%
+3,235
2 3 4
5
6