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
$270M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 0.91%
2 Energy 0.68%
3 Technology 0.56%
4 Financials 0.45%
5 Utilities 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$223K 0.08%
2,422
-27
52
$219K 0.08%
7,174
+76
53
$216K 0.08%
5,358
54
$182K 0.07%
10,694
-9,494
55
$142K 0.05%
10,187
56
-9,266
57
-13,400