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
$1.94B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$49.6M
2 +$44.8M
3 +$25.3M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.98M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.71M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.97%
3 Industrials 0.73%
4 Financials 0.66%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$383K 0.02%
1,129
+7
177
$378K 0.02%
1,141
-9
178
$369K 0.02%
7,743
+1,010
179
$359K 0.02%
957
+2
180
$351K 0.02%
14,830
+49
181
$344K 0.02%
+2,530
182
$343K 0.02%
5,018
183
$337K 0.02%
10,272
-3,602
184
$332K 0.02%
+3,180
185
$329K 0.02%
2,847
+18
186
$328K 0.02%
7,125
-1,527
187
$328K 0.02%
12,828
+621
188
$327K 0.02%
3,853
189
$327K 0.02%
3,570
190
$326K 0.02%
3,276
+64
191
$320K 0.02%
1,608
+14
192
$319K 0.02%
5,456
+896
193
$313K 0.02%
+1,063
194
$305K 0.02%
+7,278
195
$299K 0.02%
2,759
196
$295K 0.02%
10,112
-127
197
$289K 0.01%
4,544
+315
198
$288K 0.01%
5,874
+16
199
$282K 0.01%
3,575
+14
200
$279K 0.01%
4,384
+270