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
$3.2B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Sells

1 +$4.25M
2 +$2.65M
3 +$2.44M
4
GS icon
Goldman Sachs
GS
+$2.09M
5
JPM icon
JPMorgan Chase
JPM
+$1.31M

Sector Composition

1 Technology 2.42%
2 Healthcare 0.81%
3 Financials 0.77%
4 Consumer Discretionary 0.76%
5 Industrials 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$610K 0.02%
4,129
+219
177
$607K 0.02%
16,435
-155
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10,487
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15,127
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182
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$573K 0.02%
8,096
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184
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14,420
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185
$562K 0.02%
6,130
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186
$556K 0.02%
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187
$556K 0.02%
5,406
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$548K 0.02%
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$506K 0.02%
6,918
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21,532
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198
$494K 0.02%
14,163
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$492K 0.02%
2,387
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200
$489K 0.02%
5,993
+1,343