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
151
– –
-2,945
152
– –
-1,080
153
– –
-4,690
154
– –
-3,199
155
– –
-1,440
156
– –
-4,588
157
– –
-4,800
158
– –
-6,387
159
– –
-4,283
3 4 5 6
7