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
$291M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$1.07M
3 +$459K
4
AAPL icon
Apple
AAPL
+$431K
5
V icon
Visa
V
+$409K

Sector Composition

1 Healthcare 1.94%
2 Technology 0.66%
3 Financials 0.55%
4 Utilities 0.53%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-20,000
102
-7,320