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
376
$319K ﹤0.01%
3,299
-612
377
$319K ﹤0.01%
2,693
-17
378
$316K ﹤0.01%
18,661
-3,645
379
$316K ﹤0.01%
3,184
-320
380
$314K ﹤0.01%
4,884
-156
381
$314K ﹤0.01%
3,490
-356
382
$308K ﹤0.01%
22,206
383
$307K ﹤0.01%
11,127
-1,583
384
$307K ﹤0.01%
1,822
-390
385
$306K ﹤0.01%
2,280
-60
386
$306K ﹤0.01%
6,095
-828
387
$303K ﹤0.01%
2,784
-792
388
$303K ﹤0.01%
3,374
-1,765
389
$303K ﹤0.01%
2,213
-92
390
$303K ﹤0.01%
5,557
+119
391
$300K ﹤0.01%
+4,626
392
$300K ﹤0.01%
5,853
-785
393
$298K ﹤0.01%
2,868
-132
394
$297K ﹤0.01%
9,395
395
$295K ﹤0.01%
9,352
-5,551
396
$289K ﹤0.01%
2,185
-33
397
$287K ﹤0.01%
1,413
-313
398
$286K ﹤0.01%
3,673
-337
399
$286K ﹤0.01%
7,825
-350
400
$285K ﹤0.01%
6,256
-645
14 15
16
17 18