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
176
$321K 0.01%
544
-2
177
$320K 0.01%
1,046
178
$313K 0.01%
7,206
+2,188
179
$312K 0.01%
4,058
180
$312K 0.01%
1,725
+125
181
$307K 0.01%
2,835
-51
182
$307K 0.01%
12,958
-850
183
$292K 0.01%
3,215
+573
184
$285K 0.01%
4,282
-45
185
$284K 0.01%
+5,576
186
$280K 0.01%
+1,128
187
$278K 0.01%
1,159
+15
188
$275K 0.01%
3,741
-79
189
$275K 0.01%
5,823
+14
190
$275K 0.01%
2,732
-165
191
$275K 0.01%
1,213
192
$269K 0.01%
3,549
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193
$259K 0.01%
3,276
194
$258K 0.01%
4,939
+144
195
$257K 0.01%
1,318
+24
196
$252K 0.01%
5,300
-270
197
$251K 0.01%
9,528
+3
198
$250K 0.01%
599
+3
199
$249K 0.01%
3,915
+17
200
$249K 0.01%
4,010
+475
6 7
8
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