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
51
$29.2M 0.5%
114,588
+7,745
52
$28M 0.48%
196,078
+14,069
53
$27.8M 0.47%
272,241
+21,620
54
$26.9M 0.46%
192,655
+18,955
55
$26.4M 0.45%
575,756
+47,740
56
$26.1M 0.44%
409,778
+35,640
57
$25.9M 0.44%
383,309
+14,805
58
$25.9M 0.44%
1,183,345
+26,858
59
$25.7M 0.44%
306,958
+20,319
60
$25.4M 0.43%
442,507
+36,364
61
$25.1M 0.43%
2,333,256
-51,180
62
$24.9M 0.43%
848,194
+68,235
63
$23.7M 0.4%
603,144
+30,632
64
$23.6M 0.4%
202,371
+18,004
65
$23.2M 0.4%
1,285,961
-173,229
66
$23.2M 0.4%
1,116,270
+95,160
67
$22.8M 0.39%
131,385
+15,628
68
$22.5M 0.38%
209,249
+12,332
69
$21.7M 0.37%
216,920
+12,216
70
$21.7M 0.37%
233,770
+11,964
71
$21.6M 0.37%
132,319
+6,464
72
$20.6M 0.35%
116,176
+7,205
73
$20.4M 0.35%
656,224
+27,953
74
$20.3M 0.35%
218,496
-11,533
75
$20.1M 0.34%
502,021
+147,771
1 2
3
4 5