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
276
$677K ﹤0.01%
2,827
-763
277
$672K ﹤0.01%
9,940
-1,130
278
$662K ﹤0.01%
4,885
-490
279
$658K ﹤0.01%
9,124
-6
280
$657K ﹤0.01%
30,532
+426
281
$643K ﹤0.01%
2,135
-200
282
$640K ﹤0.01%
1,541
-82
283
$638K ﹤0.01%
13,736
-26,589
284
$637K ﹤0.01%
5,033
-72,530
285
$631K ﹤0.01%
2,510
+43
286
$622K ﹤0.01%
23,667
-19,290
287
$618K ﹤0.01%
3,918
+777
288
$613K ﹤0.01%
17,799
-215
289
$611K ﹤0.01%
1,385
-1,362
290
$607K ﹤0.01%
3,562
-309
291
$576K ﹤0.01%
3,112
-1,682
292
$575K ﹤0.01%
13,008
293
$570K ﹤0.01%
+14,695
294
$565K ﹤0.01%
475
-52
295
$565K ﹤0.01%
5,705
-29
296
$552K ﹤0.01%
5,915
-608
297
$536K ﹤0.01%
14,155
-572
298
$536K ﹤0.01%
19,300
-5,932
299
$536K ﹤0.01%
5,140
-96
300
$529K ﹤0.01%
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12
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