PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+1.38%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$371M
AUM Growth
+$371M
(+7.3%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
5.41%
Top 10 Holdings %
Top 10 Hldgs %
62.23%
Holding
109
New
4
Increased
53
Reduced
36
Closed
3
Top Buys
| 1 |
EFII
Electronics for Imaging
EFII
|
$9.12M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.49M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$1.37M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.32M |
| 5 |
Fidelity MSCI Real Estate Index ETF
FREL
|
$1.24M |
Top Sells
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$689K |
| 2 |
Sprouts Farmers Market
SFM
|
$286K |
| 3 |
Boeing
BA
|
$261K |
| 4 |
Sempra
SRE
|
$223K |
| 5 |
ETP
Energy Transfer Partners L.p.
ETP
|
$219K |
Sector Composition
| 1 | Industrials | 2.82% |
| 2 | Healthcare | 1.73% |
| 3 | Technology | 1.24% |
| 4 | Utilities | 0.98% |
| 5 | Financials | 0.58% |
