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
51
$88.1M 0.41%
2,783,050
+200,850
52
$87M 0.41%
409,525
-6,644
53
$86.7M 0.41%
1,195,440
+39,007
54
$86.3M 0.4%
1,693,336
+283,014
55
$84.6M 0.4%
1,363,819
+35,335
56
$84.4M 0.39%
755,878
+27,003
57
$83.8M 0.39%
522,991
+6,093
58
$83.2M 0.39%
2,285,630
+11,184
59
$82.6M 0.39%
982,268
+40,178
60
$81.9M 0.38%
420,701
+68,729
61
$81.5M 0.38%
1,025,699
+43,181
62
$81.1M 0.38%
799,058
+12,140
63
$81.1M 0.38%
898,665
+2,957
64
$79.5M 0.37%
265,741
+8,752
65
$78.6M 0.37%
863,838
-17,130
66
$78.2M 0.37%
946,719
-353,596
67
$77.8M 0.36%
371,542
+11,692
68
$77M 0.36%
486,070
+10,269
69
$75.4M 0.35%
340,765
-8,259
70
$74.9M 0.35%
1,900,476
+278,026
71
$74.7M 0.35%
555,470
+21,780
72
$74.7M 0.35%
347,886
+9,708
73
$70.1M 0.33%
692,111
+34,661
74
$69.6M 0.33%
789,088
+33,436
75
$69.1M 0.32%
276,971
+1,144
1 2
3
4 5