PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+6.37%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$13.3B
AUM Growth
+$1.16B
(+9.6%)
Cap. Flow
+$451M
Cap. Flow
% of AUM
3.4%
Top 10 Holdings %
Top 10 Hldgs %
44.23%
Holding
423
New
61
Increased
243
Reduced
94
Closed
5
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$73.5M |
| 2 |
Match Group
MTCH
|
+$40.9M |
| 3 |
Roper Technologies
ROP
|
+$40.7M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$30.7M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$27.9M |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
+$135M |
| 2 |
IAC Inc
IAC
|
+$61.2M |
| 3 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$21.9M |
| 4 |
United Parcel Service
UPS
|
+$17.4M |
| 5 |
Apple
AAPL
|
+$10.2M |
Sector Composition
| 1 | Technology | 6.1% |
| 2 | Consumer Discretionary | 4.27% |
| 3 | Communication Services | 4.06% |
| 4 | Materials | 3.87% |
| 5 | Consumer Staples | 3.86% |
