PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+1.54%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$457M
AUM Growth
+$457M
(+1,656%)
Cap. Flow
+$432M
Cap. Flow
% of AUM
94.37%
Top 10 Holdings %
Top 10 Hldgs %
50.25%
Holding
137
New
135
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
SPDR Portfolio TIPS ETF
SPIP
|
$44.6M |
| 2 |
SPDR S&P Global Natural Resources ETF
GNR
|
$39.8M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$38.6M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$21.5M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$17.5M |
Top Sells
| 1 |
iShares Core International Aggregate Bond Fund
IAGG
|
$279K |
Sector Composition
| 1 | Healthcare | 2.58% |
| 2 | Industrials | 2.26% |
| 3 | Technology | 1.76% |
| 4 | Utilities | 0.87% |
| 5 | Financials | 0.67% |
