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
$1.94B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$26.6M
3
+$25M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.2M

Top Sells

1
+$49.6M
2
+$44.8M
3
+$25.3M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.98M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.71M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.97%
3 Industrials 0.73%
4 Financials 0.66%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$553K 0.03%
37,850
+1,600
152
$529K 0.03%
3,770
+15
153
$526K 0.03%
6,613
+589
154
$525K 0.03%
10,665
+4,932
155
$513K 0.03%
1,953
+63
156
$506K 0.03%
+5,044
157
$489K 0.03%
6,794
-358
158
$487K 0.03%
4,807
-38
159
$485K 0.03%
3,613
+1,203
160
$479K 0.02%
2,368
+6
161
$474K 0.02%
+16,310
162
$469K 0.02%
1
163
$462K 0.02%
13,958
+445
164
$461K 0.02%
9,370
-217
165
$451K 0.02%
2,660
+374
166
$448K 0.02%
11,575
-1,296
167
$443K 0.02%
804
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168
$422K 0.02%
3,906
169
$421K 0.02%
+6,397
170
$414K 0.02%
7,955
171
$403K 0.02%
1,584
+9
172
$396K 0.02%
7,761
-59
173
$395K 0.02%
1,852
+788
174
$392K 0.02%
7,736
-271
175
$383K 0.02%
9,779
-612
5 6
7
8 9