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
$1.61B
AUM Growth
-$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Sector Composition

1 Technology 1.72%
2 Financials 1.44%
3 Healthcare 1.08%
4 Consumer Discretionary 0.77%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.28M 0.08%
7,194
+151
102
$1.26M 0.08%
5,717
103
$1.24M 0.08%
20,478
+40
104
$1.24M 0.08%
12,187
+13
105
$1.22M 0.08%
3,773
+696
106
$1.21M 0.08%
23,104
-4,364
107
$1.15M 0.07%
2,234
+22
108
$1.13M 0.07%
48,665
-88,150
109
$1.12M 0.07%
7,726
+2,764
110
$1.05M 0.07%
4,853
+925
111
$996K 0.06%
41,594
+1,834
112
$969K 0.06%
8,860
+2,160
113
$950K 0.06%
10,068
+973
114
$945K 0.06%
6,571
-464
115
$900K 0.06%
8,260
+1,920
116
$891K 0.06%
9,270
+541
117
$885K 0.05%
36,382
+11,555
118
$882K 0.05%
35,858
+98
119
$868K 0.05%
+17,380
120
$826K 0.05%
5,703
+915
121
$824K 0.05%
4,183
+998
122
$821K 0.05%
4,680
+287
123
$806K 0.05%
9,408
+996
124
$770K 0.05%
20,573
+119
125
$756K 0.05%
20,451
-1,833