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
76
$20.1M 0.34%
374,074
+24,265
77
$19.9M 0.34%
413,505
+53,536
78
$19.9M 0.34%
185,769
+13,218
79
$19.5M 0.33%
150,513
+10,890
80
$19.2M 0.33%
221,447
+5,504
81
$19M 0.32%
262,486
-14,912
82
$19M 0.32%
181,687
-6,565
83
$18.9M 0.32%
481,108
+33,273
84
$18.8M 0.32%
94,901
+14,642
85
$17.6M 0.3%
277,627
+62,037
86
$17.4M 0.3%
207,859
-12,813
87
$16.9M 0.29%
195,896
+32,559
88
$16.4M 0.28%
670,383
-36,224
89
$16.1M 0.28%
219,038
+37,356
90
$16.1M 0.27%
1,484,791
+91,926
91
$15.6M 0.27%
343,377
-12,110
92
$14.6M 0.25%
73,735
+12,012
93
$14.5M 0.25%
459,528
-143,617
94
$14.2M 0.24%
147,440
+47,129
95
$14.1M 0.24%
153,694
+7,375
96
$14M 0.24%
52,348
+1,024
97
$13.7M 0.23%
125,306
+4,699
98
$13.7M 0.23%
255,551
+64,091
99
$13.4M 0.23%
305,771
+43,235
100
$13.3M 0.23%
+340,480
2 3
4
5 6