PFA

Pure Financial Advisors Portfolio holdings

AUM $5.68B
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

1 +$4.25M
2 +$2.65M
3 +$2.44M
4
GS icon
Goldman Sachs
GS
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.31M

Sector Composition

1 Technology 2.42%
2 Healthcare 0.81%
3 Financials 0.77%
4 Consumer Discretionary 0.76%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-2,429
327
-8,000