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
$2.36B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$24.7M
3
+$15.9M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12.7M

Top Sells

1
+$2.76M
2
+$1.59M
3
+$1.43M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Sector Composition

1 Technology 2.18%
2 Healthcare 0.77%
3 Financials 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$423K 0.02%
10,867
+125
177
$419K 0.02%
1,588
+4
178
$414K 0.02%
1,128
+3
179
$410K 0.02%
+5,897
180
$409K 0.02%
2,955
+15
181
$401K 0.02%
7,758
+113
182
$398K 0.02%
8,256
-384
183
$392K 0.02%
918
184
$385K 0.02%
7,955
185
$385K 0.02%
5,456
186
$382K 0.02%
15,499
+455
187
$376K 0.02%
5,015
188
$368K 0.02%
12,867
+39
189
$363K 0.02%
23,999
+1,675
190
$355K 0.02%
12,374
-13,912
191
$354K 0.02%
800
-59
192
$352K 0.01%
7,715
-308
193
$347K 0.01%
4,617
194
$346K 0.01%
1,535
+10
195
$343K 0.01%
657
-145
196
$340K 0.01%
6,464
197
$340K 0.01%
8,598
-693
198
$338K 0.01%
6,512
+785
199
$336K 0.01%
3,661
+91
200
$334K 0.01%
5,541
+405
6 7
8
9 10