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
$2.45B
AUM Growth
+$88.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$17.7M
3
+$13.4M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$13.1M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$12.2M

Top Sells

1
+$4.19M
2
+$2.99M
3
+$1.26M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.08M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$935K

Sector Composition

1 Technology 2.12%
2 Healthcare 0.77%
3 Consumer Discretionary 0.68%
4 Financials 0.65%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$345K 0.01%
3,777
+805
202
$343K 0.01%
12,499
-368
203
$338K 0.01%
4,617
204
$335K 0.01%
2,793
+703
205
$333K 0.01%
+6,002
206
$333K 0.01%
5,730
-1,309
207
$330K 0.01%
7,125
208
$325K 0.01%
3,499
209
$323K 0.01%
3,404
+16
210
$322K 0.01%
1,125
-2
211
$322K 0.01%
3,577
+237
212
$320K 0.01%
8,598
213
$319K 0.01%
3,966
+378
214
$316K 0.01%
6,464
215
$300K 0.01%
7,955
+240
216
$295K 0.01%
4,499
+47
217
$290K 0.01%
6,899
+742
218
$285K 0.01%
5,716
-796
219
$284K 0.01%
15,600
-88
220
$283K 0.01%
507
-13
221
$279K 0.01%
+3,142
222
$278K 0.01%
4,090
223
$277K 0.01%
4,945
-596
224
$277K 0.01%
1,220
225
$276K 0.01%
+4,239
7 8
9
10 11