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
$1.83B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.3M
3
+$35.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$17.2M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$26.5M
2
+$11.1M
3
+$8.01M
4
AWAY
HOMEAWAY INC COM
AWAY
+$5.92M
5
EFX icon
Equifax
EFX
+$4.69M

Sector Composition

1 Industrials 6.6%
2 Communication Services 6.55%
3 Financials 5.48%
4 Healthcare 4.6%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.39M 0.46%
154,310
+18,567
77
$8.34M 0.46%
+289,460
78
$7.83M 0.43%
165,016
+15,505
79
$7.81M 0.43%
335,469
+38,897
80
$7.25M 0.4%
156,394
+8,393
81
$7.17M 0.39%
348,474
+33,507
82
$6.83M 0.37%
212,056
+43,782
83
$6.69M 0.37%
189,101
+19,336
84
$6.25M 0.34%
330,126
+109,330
85
$6.08M 0.33%
128,891
+102,237
86
$5.62M 0.31%
53,899
-76,760
87
$5.32M 0.29%
141,735
+33,679
88
$5.04M 0.28%
+142,588
89
$5.03M 0.28%
181,512
-16,191
90
$4.71M 0.26%
294,555
+12,659
91
$4.33M 0.24%
368,116
+109,991
92
$4.15M 0.23%
387,107
+73,199
93
$3.94M 0.22%
+48,944
94
$3.87M 0.21%
133,559
+7,900
95
$3.61M 0.2%
146,749
-6,846
96
$2.7M 0.15%
25,801
+5,009
97
$2.41M 0.13%
58,894
+8,156
98
$2.38M 0.13%
23,188
+5,205
99
$2.36M 0.13%
19,942
+3,141
100
$2.27M 0.12%
17,164
+2,795
2 3
4
5 6