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
$271M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.9%
2 Financials 0.78%
3 Energy 0.7%
4 Technology 0.6%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$251K 0.09%
4,986
52
$248K 0.09%
2,947
-188
53
$241K 0.09%
2,449
+27
54
$235K 0.09%
7,098
+81
55
$210K 0.08%
+5,358
56
$155K 0.06%
13,400
57
$139K 0.05%
10,187