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
$835M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$17.3M
3
+$8.62M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.82M

Top Sells

1
+$3.2M
2
+$2.55M
3
+$2.09M
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.02M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.66M

Sector Composition

1 Technology 2.3%
2 Healthcare 1.66%
3 Financials 0.88%
4 Consumer Discretionary 0.83%
5 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,885
177
– –
-7,197
178
– –
-4,250
4 5 6 7
8