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
$7.47B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$101M
3
+$69.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.8M
5
CVS icon
CVS Health
CVS
+$25.6M

Top Sells

1
+$40M
2
+$21.8M
3
+$16.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.6M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.94M

Sector Composition

1 Communication Services 4.57%
2 Utilities 4.57%
3 Consumer Staples 4.35%
4 Industrials 3.88%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$530K 0.01%
+4,754
227
$510K 0.01%
10,328
+1,593
228
$498K 0.01%
2,263
+66
229
$493K 0.01%
23,470
+439
230
$493K 0.01%
6,656
+298
231
$482K 0.01%
6,949
+4,079
232
$477K 0.01%
10,361
-3,667
233
$473K 0.01%
5,874
+442
234
$458K 0.01%
2,024
-119
235
$443K 0.01%
7,579
-502
236
$442K 0.01%
+6,907
237
$439K 0.01%
+7,986
238
$432K 0.01%
5,971
+3,236
239
$431K 0.01%
11,033
+5,262
240
$421K 0.01%
+2,978
241
$411K 0.01%
3,567
+17
242
$405K 0.01%
+10,254
243
$399K 0.01%
2,272
+429
244
$397K 0.01%
2,899
+1,459
245
$397K 0.01%
+6,683
246
$378K 0.01%
2,680
+330
247
$360K ﹤0.01%
1,374
+581
248
$353K ﹤0.01%
+1,864
249
$352K ﹤0.01%
13,250
-384
250
$350K ﹤0.01%
2,433
-197
8 9
10
11 12