PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+1.5%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$7.1B
AUM Growth
+$683M
(+11%)
Cap. Flow
+$625M
Cap. Flow
% of AUM
8.8%
Top 10 Holdings %
Top 10 Hldgs %
44.03%
Holding
291
New
29
Increased
191
Reduced
46
Closed
13
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$82.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$56.5M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$44.4M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$29.8M |
| 5 |
Evergy
EVRG
|
$21.8M |
Top Sells
| 1 |
ANDV
Andeavor
ANDV
|
$21.9M |
| 2 |
SBA Communications
SBAC
|
$21.2M |
| 3 |
GXP
Great Plains Energy Incorporated
GXP
|
$16.6M |
| 4 |
S
Sprint Corporation
S
|
$10.9M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
$4.77M |
Sector Composition
| 1 | Communication Services | 4.94% |
| 2 | Consumer Staples | 4.32% |
| 3 | Industrials | 4.16% |
| 4 | Financials | 4.04% |
| 5 | Technology | 3.87% |
