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
$208M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.85%
2 Energy 0.75%
3 Healthcare 0.54%
4 Technology 0.48%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$126K 0.06%
10,187
52
-1,878
53
-8,104