PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+0.69%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$14M
AUM Growth
+$14M
(-96%)
Cap. Flow
-$375M
Cap. Flow
% of AUM
-2,687.26%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
113
New
2
Increased
–
Reduced
–
Closed
111
Top Buys
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
$7.01M |
| 2 |
iShares Core US REIT ETF
USRT
|
$6.94M |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$57.8M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$42.2M |
| 3 |
SPDR S&P Global Natural Resources ETF
GNR
|
$33.8M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$25.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$16.9M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
