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
$1.72B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Sells

1 +$12M
2 +$1.36M
3 +$1.36M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.05M

Sector Composition

1 Financials 3.61%
2 Technology 1.62%
3 Healthcare 0.96%
4 Consumer Discretionary 0.79%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.21M 0.07%
2,400
+166
102
$1.2M 0.07%
3,102
+40
103
$1.18M 0.07%
7,248
+54
104
$1.15M 0.07%
12,014
-173
105
$1.15M 0.07%
19,882
-596
106
$1.14M 0.07%
47,354
+11,496
107
$1.12M 0.07%
7,801
+3,788
108
$1.11M 0.06%
25,285
+2,181
109
$1.08M 0.06%
37,280
-9,655
110
$1.08M 0.06%
3,508
+2,069
111
$1.05M 0.06%
5,073
+220
112
$1.02M 0.06%
10,787
+719
113
$985K 0.06%
70,347
+27,369
114
$969K 0.06%
42,754
+1,160
115
$940K 0.05%
7,448
+877
116
$917K 0.05%
11,201
+1,931
117
$905K 0.05%
43,435
-5,230
118
$900K 0.05%
6,265
+562
119
$874K 0.05%
14,484
+2,728
120
$872K 0.05%
9,982
+574
121
$866K 0.05%
6,370
-1,356
122
$857K 0.05%
8,913
+53
123
$857K 0.05%
17,802
+422
124
$824K 0.05%
8,972
125
$807K 0.05%
8,438
+178