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
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17.7M
3
+$13.4M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$13.1M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$12.2M

Top Sells

1
+$4.19M
2
+$2.99M
3
+$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$467K 0.02%
7,886
+159
177
$462K 0.02%
14,246
+302
178
$458K 0.02%
+2,405
179
$455K 0.02%
5,101
-9,575
180
$453K 0.02%
4,131
+2,088
181
$434K 0.02%
+4,740
182
$423K 0.02%
2,469
-580
183
$418K 0.02%
3,771
+1
184
$411K 0.02%
1,588
185
$409K 0.02%
1,398
-9
186
$406K 0.02%
10,626
187
$403K 0.02%
8,206
-50
188
$399K 0.02%
918
189
$396K 0.02%
777
+189
190
$392K 0.02%
3,139
+184
191
$390K 0.02%
14,241
+1,867
192
$374K 0.02%
635
+207
193
$373K 0.02%
5,456
194
$369K 0.02%
1,776
+241
195
$368K 0.02%
15,381
-118
196
$364K 0.01%
719
+62
197
$362K 0.01%
7,955
198
$362K 0.01%
5,015
199
$350K 0.01%
3,037
+181
200
$348K 0.01%
840
+40
6 7
8
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