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
126
$252K 0.06%
+12,096
127
$248K 0.05%
+1,625
128
$242K 0.05%
+1,089
129
$239K 0.05%
+1,147
130
$234K 0.05%
+2,001
131
$223K 0.05%
+1,383
132
$209K 0.05%
+6,678
133
$207K 0.05%
+4,368
134
$205K 0.04%
+895
135
$201K 0.04%
+3,239
136
$162K 0.04%
+19,387
137
$96K 0.02%
+1,519