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
$7.47B
AUM Growth
-$331M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$101M
3
+$69.7M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.8M
5
CVS icon
CVS Health
CVS
+$25.6M

Top Sells

1
+$40M
2
+$21.8M
3
+$16.1M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$13.6M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.94M

Sector Composition

1 Communication Services 4.57%
2 Utilities 4.57%
3 Consumer Staples 4.35%
4 Industrials 3.88%
5 Healthcare 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49.1M 0.66%
483,802
+12,297
27
$47.2M 0.63%
839,094
+23,097
28
$44.9M 0.6%
220,391
+2,674
29
$44.2M 0.59%
403,403
+13,691
30
$44.1M 0.59%
511,272
+13,138
31
$43.4M 0.58%
317,152
+4,993
32
$42.7M 0.57%
171,297
+7,858
33
$42.6M 0.57%
1,027,880
+31,568
34
$42.3M 0.57%
935,982
-56,070
35
$42.1M 0.56%
206,296
+21,770
36
$41.5M 0.56%
1,219,600
+56,544
37
$41.3M 0.55%
260,849
+8,870
38
$41.2M 0.55%
258,850
+11,029
39
$41.1M 0.55%
793,740
+24,500
40
$41.1M 0.55%
446,675
+16,175
41
$41.1M 0.55%
637,443
+29,474
42
$38.9M 0.52%
357,268
+12,735
43
$38.2M 0.51%
1,229,535
+3,684
44
$38M 0.51%
201,557
+8,620
45
$38M 0.51%
195,311
+8,424
46
$37.9M 0.51%
582,795
+10,528
47
$36.9M 0.49%
246,761
+2,275
48
$36.6M 0.49%
773,704
+27,766
49
$35.9M 0.48%
277,930
+16,865
50
$34.7M 0.46%
2,253,881
-35,504
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