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
$23.9M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$3.16M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.4M 60.41%
274,157
+139,444
2
$9.46M 39.59%
209,995
+70,150