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
$2.19B
AUM Growth
+$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$56.5M
2 +$33.1M
3 +$32.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.9M
5
BND icon
Vanguard Total Bond Market
BND
+$16M

Top Sells

1 +$46M
2 +$7.54M
3 +$4.24M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$2.47M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.34M

Sector Composition

1 Technology 1.39%
2 Healthcare 0.82%
3 Consumer Discretionary 0.59%
4 Financials 0.57%
5 Industrials 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$460K 0.02%
2,750
+284
152
$449K 0.02%
9,670
-12,148
153
$443K 0.02%
+21,407
154
$431K 0.02%
+4,713
155
$420K 0.02%
4,475
+142
156
$420K 0.02%
+8,518
157
$415K 0.02%
1,601
-7
158
$414K 0.02%
4,492
159
$413K 0.02%
14,873
-587
160
$412K 0.02%
+3,021
161
$406K 0.02%
+10,413
162
$394K 0.02%
1,630
-231
163
$391K 0.02%
+7,354
164
$379K 0.02%
681
+2
165
$377K 0.02%
6,991
+533
166
$375K 0.02%
2,748
-110
167
$372K 0.02%
3,150
+47
168
$372K 0.02%
3,313
-1,022
169
$362K 0.02%
11,886
+1,254
170
$345K 0.02%
6,195
+287
171
$344K 0.02%
+4,510
172
$331K 0.02%
+14,629
173
$329K 0.02%
4,509
+767
174
$328K 0.02%
+1,624
175
$326K 0.01%
11,423
+134