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
251
$347K ﹤0.01%
34,878
-6,228
252
$343K ﹤0.01%
2,483
+861
253
$336K ﹤0.01%
5,902
+872
254
$336K ﹤0.01%
14,280
+1,335
255
$335K ﹤0.01%
+5,672
256
$330K ﹤0.01%
2,822
+707
257
$317K ﹤0.01%
1,966
+337
258
$312K ﹤0.01%
2,318
+24
259
$307K ﹤0.01%
+5,982
260
$303K ﹤0.01%
2,385
-119
261
$303K ﹤0.01%
6,413
-187
262
$302K ﹤0.01%
1,296
+52
263
$297K ﹤0.01%
5,878
+706
264
$293K ﹤0.01%
4,385
-10
265
$290K ﹤0.01%
8,858
+1,938
266
$286K ﹤0.01%
1,824
+165
267
$285K ﹤0.01%
+6,244
268
$278K ﹤0.01%
+8,677
269
$276K ﹤0.01%
+11,966
270
$274K ﹤0.01%
2,995
+199
271
$267K ﹤0.01%
+2,985
272
$261K ﹤0.01%
3,878
+144
273
$261K ﹤0.01%
3,762
+70
274
$258K ﹤0.01%
+10,822
275
$256K ﹤0.01%
+2,802
9 10
11
12 13