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
$1.3B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.7M
3
+$10.5M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.37M

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
151
$313K 0.02%
548
+15
152
$312K 0.02%
7,212
+157
153
$308K 0.02%
4,339
-71
154
$304K 0.02%
2,971
-78
155
$304K 0.02%
896
+143
156
$297K 0.02%
478
-71
157
$296K 0.02%
5,882
+163
158
$293K 0.02%
1,767
+437
159
$293K 0.02%
1,213
160
$292K 0.02%
4,822
+192
161
$286K 0.02%
1,488
+101
162
$282K 0.02%
401
163
$280K 0.02%
458
+31
164
$274K 0.02%
1,198
+285
165
$272K 0.02%
754
+14
166
$266K 0.02%
3,524
-1,004
167
$262K 0.02%
+5,795
168
$256K 0.02%
4,058
-40
169
$255K 0.02%
443
-53
170
$253K 0.02%
3,075
+133
171
$250K 0.02%
+1,176
172
$245K 0.02%
1,015
-2
173
$237K 0.02%
682
+98
174
$237K 0.02%
+9,564
175
$234K 0.02%
3,437
+41
5 6
7
8 9