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
$2.02B
AUM Growth
+$721M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$452M
2
+$93.6M
3
+$20.6M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$17.3M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$10.9M

Top Sells

1
+$4.61M
2
+$1.39M
3
+$1.29M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.13M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$664K

Sector Composition

1 Technology 1.36%
2 Healthcare 0.9%
3 Consumer Discretionary 0.65%
4 Financials 0.58%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.02%
13,808
+1,256
152
$350K 0.02%
7,257
+351
153
$348K 0.02%
6,458
+581
154
$346K 0.02%
10,632
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155
$340K 0.02%
1,010
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156
$339K 0.02%
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157
$336K 0.02%
3,103
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158
$335K 0.02%
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-85
159
$334K 0.02%
2,897
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160
$327K 0.02%
1,583
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161
$327K 0.02%
1,213
162
$324K 0.02%
+2,999
163
$314K 0.02%
4,058
164
$309K 0.02%
3,820
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165
$309K 0.02%
2,642
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166
$307K 0.02%
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167
$306K 0.02%
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168
$301K 0.01%
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169
$299K 0.01%
5,939
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170
$296K 0.01%
766
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171
$276K 0.01%
486
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172
$275K 0.01%
1,188
-10
173
$274K 0.01%
5,809
+14
174
$274K 0.01%
+1,600
175
$273K 0.01%
596
+22
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7
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