PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+0.57%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$10.5B
AUM Growth
+$639M
(+6.5%)
Cap. Flow
+$625M
Cap. Flow
% of AUM
5.96%
Top 10 Holdings %
Top 10 Hldgs %
43.9%
Holding
373
New
53
Increased
252
Reduced
53
Closed
11
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$60.2M |
| 2 |
Honeywell
HON
|
$42M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$40.4M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$34M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$33M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$33.5M |
| 2 |
GE Aerospace
GE
|
$32.4M |
| 3 |
LLL
L3 Technologies, Inc.
LLL
|
$30.7M |
| 4 |
Mastercard
MA
|
$8.53M |
| 5 |
Verisk Analytics
VRSK
|
$6.36M |
Sector Composition
| 1 | Consumer Staples | 4.58% |
| 2 | Industrials | 4.53% |
| 3 | Utilities | 4.4% |
| 4 | Communication Services | 4.04% |
| 5 | Technology | 3.99% |
