PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Est. Return
13.65%
1 Year Est. Return
-13.65%
AUM
$20.6B
AUM Growth
+$2.09B
(+11%)
Holding
508
Top Buys
| 1 | +$647M | |
| 2 | +$478M | |
| 3 | +$175M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$108M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$76M |
Top Sells
| 1 | +$636M | |
| 2 | +$457M | |
| 3 | +$44.6M | |
| 4 |
PayPal
PYPL
|
+$21.1M |
| 5 |
Meta Platforms (Facebook)
META
|
+$20.7M |
Sector Composition
| 1 | Technology | 4.69% |
| 2 | Consumer Staples | 4.52% |
| 3 | Utilities | 4.28% |
| 4 | Financials | 3.89% |
| 5 | Healthcare | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
iShares Global Clean Energy ETF
ICLN
$1.82B
| – | – |
-30,830
|
|
||
502
Medtronic
MDT
$122B
| – | – |
-2,511
|
|
||
503
Vanguard Mega Cap Growth ETF
MGK
$30.5B
| – | – |
-1,160
|
|
||
504
Banco Santander
SAN
$147B
| – | – |
-12,220
|
|
||
505
SoFi Select 500 ETF
SFY
$565M
| – | – |
-2,558
|
|
||
506
Spok Holdings
SPOK
$323M
| – | – |
-13,825
|
|
||
507
State Street
STT
$31.8B
| – | – |
-3,435
|
|
||
|
FBC
508
DELISTED
Flagstar Bancorp, Inc. New
FBC
| – | – |
-13,750
|
|