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
$1.72B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$18.1M
3
+$17.6M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$9.28M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.59M

Top Sells

1
+$12M
2
+$1.36M
3
+$1.36M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.05M

Sector Composition

1 Financials 3.61%
2 Technology 1.62%
3 Healthcare 0.96%
4 Consumer Discretionary 0.79%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.01%
12,958
-18
202
$239K 0.01%
+4,229
203
$238K 0.01%
1,145
+17
204
$236K 0.01%
5,839
+300
205
$234K 0.01%
621
+4
206
$234K 0.01%
+3,293
207
$230K 0.01%
4,114
-4,591
208
$228K 0.01%
1,064
-259
209
$226K 0.01%
4,434
+152
210
$224K 0.01%
3,276
211
$222K 0.01%
5,511
+101
212
$216K 0.01%
+3,465
213
$213K 0.01%
+2,002
214
$213K 0.01%
1,213
215
$211K 0.01%
9,525
-177
216
$211K 0.01%
+3,696
217
$209K 0.01%
4,090
218
$209K 0.01%
+2,047
219
$207K 0.01%
5,451
-108
220
$207K 0.01%
2,543
-270
221
$203K 0.01%
2,740
222
$175K 0.01%
15,649
+195
223
$156K 0.01%
14,250
+2,449
224
$124K 0.01%
19,387
225
$103K 0.01%
66,186
6 7 8
9
10