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
$2.9B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
315
New
Increased
Reduced
Closed

Top Sells

1 +$3.52M
2 +$3.36M
3 +$3.02M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.88M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.75M

Sector Composition

1 Technology 2.28%
2 Financials 0.94%
3 Consumer Discretionary 0.78%
4 Healthcare 0.72%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$449K 0.02%
1,842
+254
202
$448K 0.02%
+6,513
203
$442K 0.02%
1,137
-210
204
$438K 0.02%
7,110
+2,794
205
$426K 0.01%
921
+3
206
$426K 0.01%
3,259
+120
207
$412K 0.01%
1,627
+769
208
$411K 0.01%
3,759
-12
209
$410K 0.01%
5,456
210
$408K 0.01%
+6,647
211
$404K 0.01%
1,817
+41
212
$403K 0.01%
6,460
-4
213
$393K 0.01%
7,955
214
$387K 0.01%
3,709
-68
215
$385K 0.01%
2,259
+524
216
$383K 0.01%
7,853
-353
217
$377K 0.01%
4,617
218
$376K 0.01%
15,175
-206
219
$376K 0.01%
6,778
+1,062
220
$375K 0.01%
879
+196
221
$375K 0.01%
4,731
-284
222
$375K 0.01%
22,332
+7,331
223
$373K 0.01%
493
-142
224
$372K 0.01%
2,523
+212
225
$372K 0.01%
3,204
+411