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
$835M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$17.3M
3 +$8.62M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.12M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.82M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.66%
3 Financials 0.88%
4 Consumer Discretionary 0.83%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$267K 0.03%
3,122
-164
152
$263K 0.03%
4,482
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153
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4,174
154
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155
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19,360
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157
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462
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158
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533
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159
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160
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161
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162
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163
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164
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165
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166
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167
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171
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172
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173
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174
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19,387
175
$174K 0.02%
+11,491