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
$229M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Sells

1 +$917K
2 +$441K
3 +$367K
4
SRE icon
Sempra
SRE
+$300K
5
RWR icon
SPDR Dow Jones REIT ETF
RWR
+$239K

Sector Composition

1 Financials 0.86%
2 Healthcare 0.61%
3 Energy 0.54%
4 Technology 0.4%
5 Industrials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,446
52
-10,187
53
-2,630
54
-3,279
55
-7,016