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
76
$24.7M 0.33%
721,493
+28,438
77
$24.6M 0.33%
282,919
+5,607
78
$24.4M 0.33%
223,812
+8,153
79
$24.2M 0.32%
426,593
+15,813
80
$23.7M 0.32%
261,883
+17,898
81
$23.6M 0.32%
276,593
+18,678
82
$23.6M 0.32%
810,626
-15,740
83
$23.5M 0.31%
177,795
+4,772
84
$22.5M 0.3%
131,112
+8,403
85
$21.9M 0.29%
118,109
-3,587
86
$21.9M 0.29%
405,916
+20,021
87
$21.8M 0.29%
497,519
-45,119
88
$20.8M 0.28%
339,314
+11,420
89
$20.7M 0.28%
247,903
-9,761
90
$20.5M 0.27%
122,536
-23,145
91
$19.2M 0.26%
176,552
-43,039
92
$19M 0.25%
109,489
+1,510
93
$19M 0.25%
522,546
+79,896
94
$18.9M 0.25%
258,538
-6,931
95
$18.6M 0.25%
289,925
-22,534
96
$18.2M 0.24%
170,485
+166,419
97
$17.9M 0.24%
193,876
-1,443
98
$17.8M 0.24%
413,320
+5,600
99
$17.1M 0.23%
885,781
-157,200
100
$16.9M 0.23%
783,922
-231,667
2 3
4
5 6