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
251
$94K ﹤0.01%
24,000
-9,056
252
$36K ﹤0.01%
800
253
$29K ﹤0.01%
2,044
254
– –
-2,702
255
– –
-5,437
256
– –
-174,570
257
– –
-1,167
258
– –
-5,406
259
– –
-4,478
260
– –
-12,036
261
– –
-354,522
262
– –
-781
263
– –
-3,973
7 8 9 10
11