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
51
$32.8M 0.44%
747,539
+43,537
52
$32.8M 0.44%
1,002,496
-14,581
53
$32.6M 0.44%
333,737
+10,204
54
$32.1M 0.43%
683,724
+56,703
55
$31.1M 0.42%
760,049
+25,529
56
$30.8M 0.41%
628,894
+9,148
57
$30.8M 0.41%
516,660
-9,532
58
$30.7M 0.41%
315,074
-3,502
59
$30.6M 0.41%
481,849
+22,333
60
$30.5M 0.41%
240,468
+7,029
61
$30.4M 0.41%
1,135,240
+16,470
62
$29.9M 0.4%
1,056,200
+46,426
63
$29.5M 0.4%
225,233
-18,609
64
$29.1M 0.39%
668,512
+43,736
65
$29M 0.39%
325,549
+20,138
66
$27.7M 0.37%
405,768
-3,605
67
$27.6M 0.37%
533,296
+5,544
68
$27.6M 0.37%
1,280,143
+7,999
69
$26.7M 0.36%
356,221
+10,079
70
$26.2M 0.35%
176,053
+4,513
71
$25.9M 0.35%
528,511
-531
72
$25.8M 0.35%
1,786,966
-141,500
73
$25.6M 0.34%
+390,903
74
$25M 0.33%
399,910
-65,400
75
$24.8M 0.33%
2,482,872
+2,419,230
1 2
3
4 5