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
426
$250K ﹤0.01%
10,968
-384
427
$250K ﹤0.01%
2,509
-93,193
428
$248K ﹤0.01%
2,328
-72
429
$248K ﹤0.01%
10,431
-2,310
430
$248K ﹤0.01%
2,646
+5
431
$246K ﹤0.01%
4,902
+49
432
$246K ﹤0.01%
1,335
-280
433
$246K ﹤0.01%
1,346
-241
434
$245K ﹤0.01%
1,303
+134
435
$245K ﹤0.01%
2,959
+250
436
$242K ﹤0.01%
317
-58
437
$242K ﹤0.01%
2,406
-707
438
$242K ﹤0.01%
1,850
-147
439
$241K ﹤0.01%
2,234
440
$241K ﹤0.01%
1,156
-153
441
$240K ﹤0.01%
431
-60
442
$240K ﹤0.01%
10,494
-517
443
$238K ﹤0.01%
545
-8
444
$236K ﹤0.01%
+4,099
445
$236K ﹤0.01%
4,143
-1,772
446
$235K ﹤0.01%
3,118
-923
447
$234K ﹤0.01%
4,042
-2,385
448
$234K ﹤0.01%
6,171
-1,739
449
$233K ﹤0.01%
11,777
-118
450
$232K ﹤0.01%
712
+31
16 17
18
19 20