PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Sells

1 +$4.19M
2 +$2.99M
3 +$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$637K 0.03%
8,538
152
$627K 0.03%
2,389
+10
153
$621K 0.03%
15,194
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154
$617K 0.03%
1,633
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155
$614K 0.03%
18,266
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156
$613K 0.03%
2,042
+257
157
$607K 0.02%
9,598
+3,701
158
$597K 0.02%
27,010
+290
159
$597K 0.02%
6,447
+560
160
$596K 0.02%
7,963
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161
$592K 0.02%
1,347
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162
$591K 0.02%
6,645
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163
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+4,925
164
$549K 0.02%
5,842
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165
$538K 0.02%
10,668
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166
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$533K 0.02%
9,920
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$533K 0.02%
3,183
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169
$532K 0.02%
4,336
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170
$531K 0.02%
1
171
$522K 0.02%
4,054
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172
$515K 0.02%
15,080
173
$506K 0.02%
13,586
+2,719
174
$498K 0.02%
16,390
+25
175
$472K 0.02%
2,932
+150