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
$2.36B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$24.7M
3
+$15.9M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$12.8M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$12.7M

Top Sells

1
+$2.76M
2
+$1.59M
3
+$1.43M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.21M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Sector Composition

1 Technology 2.18%
2 Healthcare 0.77%
3 Financials 0.73%
4 Consumer Discretionary 0.71%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$331K 0.01%
3,499
-50
202
$330K 0.01%
7,125
203
$320K 0.01%
2,856
+9
204
$316K 0.01%
1,127
-179
205
$310K 0.01%
+428
206
$306K 0.01%
4,879
+558
207
$299K 0.01%
3,388
+85
208
$299K 0.01%
3,340
209
$295K 0.01%
+1,818
210
$294K 0.01%
13,438
-132
211
$294K 0.01%
1,633
-28
212
$294K 0.01%
15,688
+12
213
$292K 0.01%
520
+3
214
$291K 0.01%
+3,588
215
$290K 0.01%
4,452
-928
216
$288K 0.01%
588
-34
217
$287K 0.01%
2,972
218
$287K 0.01%
1,220
-6
219
$283K 0.01%
3,260
-40
220
$279K 0.01%
4,090
221
$279K 0.01%
6,157
+75
222
$279K 0.01%
2,168
223
$277K 0.01%
3,593
+18
224
$272K 0.01%
692
-9
225
$272K 0.01%
10,278
+88
7 8
9
10 11