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
$4.4B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$53.6M
3
+$29.2M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$28.2M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$25.5M

Top Sells

1
+$4.15M
2
+$3.62M
3
+$3.35M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.14M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$804K

Sector Composition

1 Technology 2.4%
2 Consumer Discretionary 0.74%
3 Financials 0.67%
4 Industrials 0.48%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$793K 0.02%
4,216
-1
177
$791K 0.02%
8,547
-94
178
$791K 0.02%
19,545
+58
179
$789K 0.02%
6,979
+711
180
$786K 0.02%
1,505
+26
181
$752K 0.02%
21,270
+24
182
$731K 0.02%
17,859
+26
183
$725K 0.02%
12,247
+545
184
$694K 0.02%
3,707
-121
185
$693K 0.02%
1,878
-337
186
$690K 0.02%
9,124
-4,714
187
$677K 0.02%
6,998
+1,049
188
$666K 0.02%
1,264
+220
189
$664K 0.02%
16,670
+23
190
$662K 0.02%
24,966
+2,945
191
$657K 0.01%
23,570
+4,214
192
$650K 0.01%
6,397
+736
193
$638K 0.01%
17,487
-217
194
$611K 0.01%
2,060
+373
195
$610K 0.01%
4,809
+207
196
$609K 0.01%
4,366
-42
197
$601K 0.01%
4,372
+197
198
$599K 0.01%
+6,972
199
$593K 0.01%
1,686
-245
200
$590K 0.01%
15,499
+1,110
6 7
8
9 10