Personal Capital Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$84.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$55.2M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$47.5M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$29.8M |
| 5 |
Evergy
EVRG
|
+$20.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ANDV
Andeavor
ANDV
|
+$22M |
| 2 |
SBA Communications
SBAC
|
+$20.7M |
| 3 |
GXP
Great Plains Energy Incorporated
GXP
|
+$16.6M |
| 4 |
S
Sprint Corporation
S
|
+$10.9M |
| 5 |
BBBY
Bed Bath & Beyond Inc
BBBY
|
+$4.48M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 4.94% |
| 2 | Consumer Staples | 4.32% |
| 3 | Industrials | 4.16% |
| 4 | Financials | 4.04% |
| 5 | Technology | 3.87% |
Similar funds
Personal Capital Advisors's Q2 2018 Portfolio in Review
As of Q2 2018, Personal Capital Advisors held 291 positions worth $7.1B, up 11% from $6.42B the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Personal Capital Advisors deployed $628M of net new capital in Q2 2018, opening 29 new positions and adding to 191 existing holdings. Its largest new stake was Evergy: 388,940 shares worth $21.8M.
By sector, the portfolio is most concentrated in Communication Services at 4.9% of assets, up from 4.9% a quarter earlier, followed by Consumer Staples and Industrials.
On the sell side, the largest reduction was Andeavor, an estimated $22M trimmed.
- Personal Capital Advisors's largest Q2 2018 buy was Evergy: 388,940 shares worth $21.8M.
- Personal Capital Advisors added most to Schwab International Equity ETF in Q2 2018, an estimated $84.6M increase.
- Personal Capital Advisors's biggest Q2 2018 reduction was Andeavor, cutting an estimated $22M.
- Personal Capital Advisors fully exited Great Plains Energy Incorporated in Q2 2018, selling an estimated $16.6M.
- Personal Capital Advisors's ten largest holdings make up 44% of its $7.1B portfolio in Q2 2018.
- Personal Capital Advisors opened 29 new positions and closed 13 in Q2 2018.
- Personal Capital Advisors's portfolio value rose 11% quarter-over-quarter to $7.1B.
Based on Personal Capital Advisors's 13F filing for Q2 2018, filed 1 Aug 2018.