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
$1.61B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$14.4M
3
+$13.6M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$7.71M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.41M

Top Sells

1
+$378M
2
+$60M
3
+$15.5M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$5.92M

Sector Composition

1 Technology 1.72%
2 Financials 1.44%
3 Healthcare 1.08%
4 Consumer Discretionary 0.77%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$394K 0.02%
12,650
+735
177
$391K 0.02%
1,588
-13
178
$380K 0.02%
14,991
+118
179
$365K 0.02%
+7,955
180
$355K 0.02%
4,605
+96
181
$341K 0.02%
1,046
182
$338K 0.02%
+6,057
183
$336K 0.02%
+13,933
184
$322K 0.02%
2,829
-192
185
$313K 0.02%
+4,916
186
$309K 0.02%
3,233
+83
187
$299K 0.02%
551
+7
188
$298K 0.02%
1,131
-28
189
$295K 0.02%
1,323
+490
190
$293K 0.02%
617
-64
191
$290K 0.02%
+3,574
192
$289K 0.02%
+4,758
193
$287K 0.02%
+3,692
194
$285K 0.02%
11,886
195
$285K 0.02%
+10,574
196
$285K 0.02%
3,554
+5
197
$285K 0.02%
6,292
-699
198
$282K 0.02%
5,559
-17
199
$281K 0.02%
5,733
+2,079
200
$279K 0.02%
1,597
-27
6 7
8
9 10