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
$26.1M
AUM Growth
+$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$732K
2 +$556K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.2M 58.25%
288,040
+13,883
2
$10.9M 41.75%
221,311
+11,316