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
$1.01B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$73.6M
2
+$18.6M
3
+$15.8M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.13M

Top Sells

1
+$5.82M
2
+$3.49M
3
+$2.69M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.67M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.25M

Sector Composition

1 Technology 1.91%
2 Healthcare 1.43%
3 Consumer Discretionary 0.98%
4 Financials 0.91%
5 Industrials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.03%
+3,154
152
$284K 0.03%
11,392
-248
153
$283K 0.03%
3,073
-49
154
$280K 0.03%
7,386
155
$279K 0.03%
557
+85
156
$278K 0.03%
1,723
+125
157
$266K 0.03%
1,213
158
$263K 0.03%
4,098
159
$263K 0.03%
+1,088
160
$262K 0.03%
8,109
-82
161
$257K 0.03%
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-40
162
$254K 0.03%
10,656
163
$254K 0.03%
3,374
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164
$251K 0.02%
+3,367
165
$248K 0.02%
+2,369
166
$245K 0.02%
4,174
167
$243K 0.02%
533
168
$239K 0.02%
740
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$238K 0.02%
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170
$236K 0.02%
496
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171
$234K 0.02%
+2,654
172
$232K 0.02%
1,038
-7
173
$228K 0.02%
4,090
174
$226K 0.02%
+3,534
175
$224K 0.02%
401
4 5 6
7
8