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
$1.94B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$26.6M
3
+$25M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$22M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.2M

Top Sells

1
+$49.6M
2
+$44.8M
3
+$25.3M
4
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$3.98M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.71M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.97%
3 Industrials 0.73%
4 Financials 0.66%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$274K 0.01%
+1,661
202
$271K 0.01%
5,937
+98
203
$268K 0.01%
4,090
204
$263K 0.01%
3,145
+6
205
$263K 0.01%
12,976
+18
206
$261K 0.01%
+751
207
$260K 0.01%
3,414
+121
208
$259K 0.01%
2,019
+17
209
$257K 0.01%
+7,524
210
$257K 0.01%
5,407
-329
211
$255K 0.01%
4,398
-36
212
$253K 0.01%
791
-2,717
213
$251K 0.01%
3,276
214
$248K 0.01%
+3,723
215
$247K 0.01%
1,223
+10
216
$247K 0.01%
2,096
+49
217
$244K 0.01%
+1,886
218
$240K 0.01%
619
-2
219
$240K 0.01%
+1,915
220
$236K 0.01%
1,132
-13
221
$234K 0.01%
2,740
222
$233K 0.01%
+4,391
223
$232K 0.01%
5,317
-194
224
$225K 0.01%
+2,701
225
$222K 0.01%
+18,054
7 8
9
10 11