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
$493M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 1.99%
2 Industrials 1.94%
3 Technology 1.37%
4 Utilities 0.77%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,096
152
-8,349
153
-1,383