PFA
Pure Financial Advisors Portfolio holdings
AUM
$5.68B
This Quarter Return
+4.74%
1 Year Return
+10.75%
3 Year Return
+32.85%
5 Year Return
+47.84%
10 Year Return
+68.08%
AUM
$1.23B
AUM Growth
+$1.23B
(+22%)
Cap. Flow
+$171M
Cap. Flow
% of AUM
13.9%
Top 10 Holdings %
Top 10 Hldgs %
50.44%
Holding
200
New
17
Increased
71
Reduced
81
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$114M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$11.7M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$10.2M |
| 4 |
Vanguard Total Bond Market
BND
|
$10M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.76M |
Top Sells
| 1 |
Tesla
TSLA
|
$2.17M |
| 2 |
SPDR S&P Global Natural Resources ETF
GNR
|
$1.41M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.33M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$959K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$955K |
Sector Composition
| 1 | Technology | 1.69% |
| 2 | Healthcare | 1.21% |
| 3 | Financials | 0.89% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Industrials | 0.61% |
