PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+2.48%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$9.85B
AUM Growth
+$935M
(+10%)
Cap. Flow
+$718M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
44.18%
Holding
354
New
29
Increased
235
Reduced
54
Closed
34
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$78M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$45.4M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$43.1M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$42.6M |
| 5 |
Nike
NKE
|
$38.6M |
Top Sells
| 1 |
American Tower
AMT
|
$46.7M |
| 2 |
APC
Anadarko Petroleum
APC
|
$44.5M |
| 3 |
T-Mobile US
TMUS
|
$35.1M |
| 4 |
DuPont de Nemours
DD
|
$4.9M |
| 5 |
Eversource Energy
ES
|
$3.8M |
Sector Composition
| 1 | Consumer Staples | 4.49% |
| 2 | Industrials | 4.27% |
| 3 | Utilities | 4.27% |
| 4 | Communication Services | 4.2% |
| 5 | Technology | 3.85% |