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
$1.72B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$18.1M
3
+$17.6M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.28M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.59M

Top Sells

1
+$12M
2
+$1.36M
3
+$1.36M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.05M

Sector Composition

1 Financials 3.61%
2 Technology 1.62%
3 Healthcare 0.96%
4 Consumer Discretionary 0.79%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$340K 0.02%
1,122
+4
177
$331K 0.02%
14,781
-210
178
$327K 0.02%
3,570
+1,059
179
$325K 0.02%
955
-91
180
$319K 0.02%
1,150
+19
181
$317K 0.02%
2,829
182
$316K 0.02%
5,018
+102
183
$299K 0.02%
1,594
-3
184
$289K 0.02%
570
+19
185
$286K 0.02%
+12,207
186
$276K 0.02%
3,212
-21
187
$269K 0.02%
6,733
+1,042
188
$265K 0.02%
+1,129
189
$264K 0.02%
4,560
190
$263K 0.02%
3,853
191
$262K 0.02%
2,759
-3,271
192
$262K 0.02%
11,886
193
$260K 0.02%
+3,496
194
$260K 0.02%
10,239
+284
195
$258K 0.02%
5,858
+17
196
$254K 0.01%
5,736
-4,703
197
$252K 0.01%
2,410
+6
198
$250K 0.01%
3,561
+7
199
$249K 0.01%
5,733
200
$246K 0.01%
3,139
-2,911
6 7
8
9 10