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
$685M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.47M
3
+$4.41M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.75M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.4M

Top Sells

1
+$3.04M
2
+$1.88M
3
+$1.31M
4
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$1.03M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$978K

Sector Composition

1 Technology 2.14%
2 Healthcare 1.66%
3 Industrials 0.9%
4 Consumer Discretionary 0.75%
5 Utilities 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$292K 0.04%
3,380
-560
127
$288K 0.04%
11,971
+109
128
$288K 0.04%
10,580
+139
129
$288K 0.04%
+2,220
130
$286K 0.04%
2,055
+248
131
$284K 0.04%
6,443
-193
132
$282K 0.04%
+13,051
133
$280K 0.04%
+1,330
134
$275K 0.04%
3,672
+135
135
$272K 0.04%
+5,885
136
$270K 0.04%
4,250
-247
137
$266K 0.04%
+19,640
138
$262K 0.04%
3,286
-50
139
$244K 0.04%
4,245
+22
140
$244K 0.04%
4,504
-117
141
$231K 0.03%
+523
142
$229K 0.03%
+472
143
$229K 0.03%
13,416
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144
$220K 0.03%
2,289
145
$214K 0.03%
1,598
146
$214K 0.03%
+427
147
$212K 0.03%
4,174
148
$210K 0.03%
3,487
149
$206K 0.03%
+1,384
150
$181K 0.03%
19,387
3 4 5
6
7