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
$640M
AUM Growth
+$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.2M
3
+$1.74M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.63M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.07M

Top Sells

1
+$7.98M
2
+$7.67M
3
+$3.41M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.39M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.15M

Sector Composition

1 Technology 1.94%
2 Healthcare 1.73%
3 Industrials 0.87%
4 Utilities 0.65%
5 Consumer Discretionary 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.04%
4,621
-3,082
127
$235K 0.04%
6,387
128
$227K 0.04%
4,174
129
$225K 0.04%
+4,588
130
$219K 0.03%
+4,690
131
$216K 0.03%
+1,807
132
$215K 0.03%
2,289
-41
133
$208K 0.03%
+3,199
134
$208K 0.03%
+1,598
135
$206K 0.03%
+12,584
136
$206K 0.03%
+4,283
137
$205K 0.03%
+3,487
138
$205K 0.03%
+1,440
139
$203K 0.03%
+1,080
140
$171K 0.03%
19,387
141
– –
-7,319
142
– –
-30,702
143
– –
-3,093
144
– –
-12,103
145
– –
-2,156
2 3 4 5
6