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
$5.86B
AUM Growth
+$726M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$65.1M
2
+$38.9M
3
+$36.1M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$29.1M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.2M

Top Sells

1
+$18.9M
2
+$11.9M
3
+$4.54M
4
KMI icon
Kinder Morgan
KMI
+$3.13M
5
CVS icon
CVS Health
CVS
+$1.08M

Sector Composition

1 Communication Services 5.22%
2 Financials 4.56%
3 Industrials 4.54%
4 Consumer Staples 4.48%
5 Technology 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.8M 0.7%
207,426
+8,516
27
$39.1M 0.67%
639,842
+636,073
28
$37.4M 0.64%
748,346
+89,614
29
$37.1M 0.63%
296,227
+14,555
30
$36.3M 0.62%
666,856
+83,984
31
$36.1M 0.62%
900,709
+39,498
32
$35.7M 0.61%
191,584
+10,803
33
$35.6M 0.61%
415,997
+28,844
34
$35.6M 0.61%
586,318
+31,889
35
$34.4M 0.59%
650,427
+40,063
36
$34.3M 0.59%
373,646
+17,561
37
$34.3M 0.59%
287,920
+12,513
38
$34M 0.58%
988,520
+52,614
39
$33.3M 0.57%
184,729
+8,869
40
$33.2M 0.57%
439,474
+27,175
41
$33.1M 0.56%
738,685
+38,883
42
$33.1M 0.56%
307,722
+19,380
43
$32.4M 0.55%
385,438
+21,898
44
$32.2M 0.55%
978,708
+50,907
45
$32M 0.55%
220,851
+12,862
46
$31.2M 0.53%
493,816
+11,694
47
$31.2M 0.53%
176,533
+13,389
48
$30.8M 0.53%
1,605,120
+82,450
49
$30.8M 0.53%
139,702
+9,083
50
$30.1M 0.51%
180,300
+12,393
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