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
$1.72B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Sells

1 +$12M
2 +$1.36M
3 +$1.36M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.05M

Sector Composition

1 Financials 3.61%
2 Technology 1.62%
3 Healthcare 0.96%
4 Consumer Discretionary 0.79%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$484K 0.03%
13,874
-1,279
152
$467K 0.03%
12,871
+2,278
153
$455K 0.03%
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154
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155
$452K 0.03%
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156
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36,250
+1,130
157
$426K 0.02%
1,890
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158
$421K 0.02%
7,820
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159
$419K 0.02%
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160
$415K 0.02%
9,587
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161
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+2,362
162
$408K 0.02%
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163
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1
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165
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168
$395K 0.02%
4,497
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169
$381K 0.02%
6,245
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170
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171
$374K 0.02%
6,024
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172
$374K 0.02%
21,360
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173
$354K 0.02%
2,286
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174
$352K 0.02%
7,955
175
$351K 0.02%
1,575
-13