PFA

Pure Financial Advisors Portfolio holdings

AUM $6.28B
1-Year Est. Return 10.68%
This Quarter Est. Return
1 Year Est. Return
+10.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.69%
2 Healthcare 1.21%
3 Financials 0.89%
4 Consumer Discretionary 0.65%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$12.8M 1.04%
225,035
-4,423
27
$12M 0.98%
313,518
+22,419
28
$12M 0.97%
325,139
-18,392
29
$11.9M 0.97%
161,112
-6,152
30
$10.2M 0.83%
+174,980
31
$9.8M 0.8%
119,288
-2,863
32
$9.48M 0.77%
162,584
-12,791
33
$9.16M 0.74%
104,034
+27,238
34
$9.06M 0.74%
40,206
+403
35
$8.44M 0.69%
57,148
-4,777
36
$8.28M 0.67%
60,471
-1,671
37
$7.44M 0.6%
247,913
+4,770
38
$6.62M 0.54%
98,759
-1,187
39
$6.25M 0.51%
54,165
+1,363
40
$5.4M 0.44%
100,535
-4,355
41
$5.22M 0.42%
19,276
+186
42
$5.04M 0.41%
79,592
-6,104
43
$5.02M 0.41%
35,724
-1,057
44
$4.97M 0.4%
57,732
+770
45
$4.95M 0.4%
189,807
-3,540
46
$4.78M 0.39%
123,619
-6,649
47
$4.75M 0.39%
100,629
-6,789
48
$4.71M 0.38%
160,384
-1,131
49
$4.64M 0.38%
117,894
+29,620
50
$4.44M 0.36%
39,444
+10,593