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
$9.85B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$45.4M
3
+$43.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.6M
5
NKE icon
Nike
NKE
+$38.6M

Top Sells

1
+$46.7M
2
+$44.5M
3
+$35.1M
4
DD icon
DuPont de Nemours
DD
+$4.9M
5
ES icon
Eversource Energy
ES
+$3.8M

Sector Composition

1 Consumer Staples 4.49%
2 Industrials 4.27%
3 Utilities 4.27%
4 Communication Services 4.2%
5 Technology 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33.2M 0.34%
309,101
+13,385
77
$32.5M 0.33%
786,270
+28,617
78
$32.1M 0.33%
825,871
+25,448
79
$31.7M 0.32%
460,811
+23,609
80
$31.6M 0.32%
1,005,836
-156,137
81
$31.4M 0.32%
7,654,400
+6,777,880
82
$31M 0.32%
617,423
+136,442
83
$30.9M 0.31%
316,460
+17,697
84
$30.7M 0.31%
125,320
+6,303
85
$29.6M 0.3%
1,768,598
-46,101
86
$29.6M 0.3%
314,513
+18,668
87
$29.5M 0.3%
299,733
+24,076
88
$29.3M 0.3%
1,152,614
+64,431
89
$28.6M 0.29%
475,702
+24,832
90
$28.2M 0.29%
910,878
+91,223
91
$28.1M 0.29%
825,442
+207,332
92
$28.1M 0.29%
129,907
+7,762
93
$27.3M 0.28%
880,317
+304,816
94
$27.3M 0.28%
303,267
+21,107
95
$26.8M 0.27%
532,257
+35,073
96
$26.8M 0.27%
135,615
+41,614
97
$24.3M 0.25%
311,741
+19,798
98
$23.8M 0.24%
618,736
+68,688
99
$23.7M 0.24%
1,211,115
+195,107
100
$22.7M 0.23%
321,225
+40,136
2 3
4
5 6