PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
This Quarter Return
+4.06%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$5.13B
AUM Growth
+$5.13B
(+12%)
Cap. Flow
+$416M
Cap. Flow
% of AUM
8.11%
Top 10 Holdings %
Top 10 Hldgs %
43.68%
Holding
242
New
24
Increased
155
Reduced
41
Closed
15
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$45.5M |
| 2 |
DuPont de Nemours
DD
|
$37.8M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$28M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$25.2M |
| 5 |
Baker Hughes
BKR
|
$22.1M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
$31.5M |
| 2 |
BHI
Baker Hughes
BHI
|
$28.1M |
| 3 |
Equifax
EFX
|
$15.8M |
| 4 |
Lowe's Companies
LOW
|
$7.61M |
| 5 |
California Water Service
CWT
|
$4.67M |
Sector Composition
| 1 | Communication Services | 5.4% |
| 2 | Industrials | 4.93% |
| 3 | Financials | 4.55% |
| 4 | Consumer Staples | 4.29% |
| 5 | Healthcare | 3.74% |
