PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.86B
AUM Growth
+$726M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$38.9M
3
+$36.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$29.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.2M

Top Sells

1
+$18.9M
2
+$11.9M
3
+$4.54M
4
KMI icon
Kinder Morgan
KMI
+$3.13M
5
CVS icon
CVS Health
CVS
+$1.08M

Sector Composition

1 Communication Services 5.22%
2 Financials 4.56%
3 Industrials 4.54%
4 Consumer Staples 4.48%
5 Technology 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$236K ﹤0.01%
4,264
-1,880
227
$235K ﹤0.01%
3,166
228
$235K ﹤0.01%
+1,982
229
$234K ﹤0.01%
10,200
+200
230
$233K ﹤0.01%
+934
231
$232K ﹤0.01%
+3,019
232
$230K ﹤0.01%
19,075
233
$228K ﹤0.01%
+3,221
234
$227K ﹤0.01%
3,625
-2,438
235
$225K ﹤0.01%
8,740
-70
236
$225K ﹤0.01%
+1,306
237
$223K ﹤0.01%
1,856
+3
238
$221K ﹤0.01%
+13,242
239
$221K ﹤0.01%
356
+6
240
$221K ﹤0.01%
3,030
241
$221K ﹤0.01%
3,045
-438
242
$219K ﹤0.01%
+1,617
243
$213K ﹤0.01%
+2,390
244
$210K ﹤0.01%
3,119
-1,109
245
$208K ﹤0.01%
+3,998
246
$206K ﹤0.01%
+2,546
247
$201K ﹤0.01%
+3,228
248
$180K ﹤0.01%
22,166
+6
249
$128K ﹤0.01%
+10,211
250
$103K ﹤0.01%
+11,952
7 8 9
10
11