PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+6.13%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$11.9B
AUM Growth
+$1.39B
(+13%)
Cap. Flow
+$808M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
43.64%
Holding
414
New
52
Increased
274
Reduced
54
Closed
17
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$101M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$56.7M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$47.5M |
| 4 |
Bank of America
BAC
|
$44.3M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$41.2M |
Top Sells
| 1 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$38M |
| 2 |
3M
MMM
|
$36.4M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$36M |
| 4 |
Colgate-Palmolive
CL
|
$35.6M |
| 5 |
Ally Financial
ALLY
|
$27.8M |
Sector Composition
| 1 | Technology | 4.71% |
| 2 | Communication Services | 4.23% |
| 3 | Utilities | 4.17% |
| 4 | Industrials | 4.09% |
| 5 | Consumer Staples | 4.09% |
