PFA

Pure Financial Advisors Portfolio holdings

AUM $6.28B
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$2.87M
2 +$2.83M
3 +$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.21M
5
IAU icon
iShares Gold Trust
IAU
+$706K

Sector Composition

1 Technology 1.7%
2 Healthcare 1.18%
3 Financials 0.91%
4 Consumer Discretionary 0.75%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$524K 0.04%
25,300
+860
127
$489K 0.04%
11,508
+388
128
$481K 0.04%
2,936
+314
129
$473K 0.04%
1,962
-11
130
$447K 0.03%
14,665
+3
131
$421K 0.03%
938
+84
132
$418K 0.03%
+7,112
133
$414K 0.03%
+4,004
134
$409K 0.03%
1,707
+4
135
$408K 0.03%
19,875
+5,724
136
$399K 0.03%
4,214
+25
137
$394K 0.03%
2,817
+128
138
$386K 0.03%
4,493
+139
139
$381K 0.03%
3,752
+1,053
140
$369K 0.03%
989
+9
141
$368K 0.03%
1,731
+12
142
$339K 0.03%
3,220
+64
143
$339K 0.03%
3,967
+1
144
$338K 0.03%
2,244
+87
145
$321K 0.02%
6,906
+27
146
$320K 0.02%
5,877
+142
147
$318K 0.02%
2,838
-82
148
$317K 0.02%
5,832
+254
149
$316K 0.02%
11,348
+162
150
$314K 0.02%
12,552
+892