PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$66.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.7M
3
+$10.5M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$8.55M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.37M

Top Sells

1
+$2.87M
2
+$2.83M
3
+$1.25M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.21M
5
IAU icon
iShares Gold Trust
IAU
+$706K

Sector Composition

1 Technology 1.7%
2 Healthcare 1.18%
3 Financials 0.91%
4 Consumer Discretionary 0.75%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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203
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-15,414
204
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-512
205
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-7,386
206
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207
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-1,598
208
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-2,654
209
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-4,046
210
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-10,372
211
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-3,691
212
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-5,300
5 6 7 8
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