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
$21.4B
AUM Growth
-$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$130M
3
+$96.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$74M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$47.5M

Top Sells

1
+$370M
2
+$67.8M
3
+$67.3M
4
FRC
First Republic Bank
FRC
+$58.9M
5
FTNT icon
Fortinet
FTNT
+$39.2M

Sector Composition

1 Technology 6.08%
2 Consumer Staples 4.54%
3 Utilities 4.15%
4 Materials 3.97%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$946K ﹤0.01%
3,099
-489
252
$938K ﹤0.01%
27,435
+8,325
253
$901K ﹤0.01%
4,246
-1,918
254
$878K ﹤0.01%
15,469
-277
255
$876K ﹤0.01%
10,650
-1,472
256
$876K ﹤0.01%
61,926
-68,074
257
$874K ﹤0.01%
6,634
-2,065
258
$872K ﹤0.01%
84,833
259
$863K ﹤0.01%
11,823
-1,262
260
$849K ﹤0.01%
12,211
-2,116
261
$826K ﹤0.01%
6,638
-2,891
262
$820K ﹤0.01%
10,727
-3,970
263
$810K ﹤0.01%
6,166
+2,796
264
$783K ﹤0.01%
1,593
-129
265
$772K ﹤0.01%
18,839
266
$770K ﹤0.01%
9,599
267
$770K ﹤0.01%
10,077
-6,054
268
$763K ﹤0.01%
8,472
-1,481
269
$742K ﹤0.01%
12,569
-827
270
$737K ﹤0.01%
4,439
-71
271
$718K ﹤0.01%
257,344
272
$712K ﹤0.01%
4,143
-1,217
273
$712K ﹤0.01%
14,697
-2,433
274
$690K ﹤0.01%
18,130
+155
275
$686K ﹤0.01%
5,007
-1,400
9 10
11
12 13