PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
This Quarter Return
+10.68%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$8.91B
AUM Growth
+$8.91B
(+19%)
Cap. Flow
+$671M
Cap. Flow
% of AUM
7.54%
Top 10 Holdings %
Top 10 Hldgs %
44.3%
Holding
347
New
40
Increased
205
Reduced
72
Closed
22
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$163M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$97.4M |
| 3 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$49.7M |
| 4 |
Abbott
ABT
|
$42.6M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$35.2M |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$122M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$73.3M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$26.9M |
| 4 |
CELG
Celgene Corp
CELG
|
$26.9M |
| 5 |
Visa
V
|
$24.2M |
Sector Composition
| 1 | Utilities | 4.46% |
| 2 | Communication Services | 4.42% |
| 3 | Consumer Staples | 4.34% |
| 4 | Industrials | 4.24% |
| 5 | Healthcare | 3.74% |
