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
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$348K 0.02%
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154
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157
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3,103
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159
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2,897
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$327K 0.02%
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161
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162
$324K 0.02%
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163
$314K 0.02%
4,058
164
$309K 0.02%
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165
$309K 0.02%
2,642
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166
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167
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168
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169
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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
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173
$274K 0.01%
5,809
+14
174
$274K 0.01%
+1,600
175
$273K 0.01%
596
+22