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
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563
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