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
101
$13M 0.22%
68,501
+15,467
102
$12.5M 0.21%
297,569
-7,799
103
$11.7M 0.2%
102,498
+25,394
104
$11.7M 0.2%
+308,093
105
$11.5M 0.2%
355,976
+21,789
106
$11.4M 0.19%
256,769
-7,264
107
$11.3M 0.19%
248,959
-3,974
108
$10.6M 0.18%
72,093
+19,019
109
$10.4M 0.18%
277,796
+49,093
110
$8.94M 0.15%
512,511
-33,451
111
$8.72M 0.15%
110,483
-7,307
112
$8.57M 0.15%
110,261
+25,274
113
$8.12M 0.14%
178,191
-11,472
114
$7.79M 0.13%
68,133
+16,640
115
$7.62M 0.13%
246,318
+61,995
116
$7.38M 0.13%
53,968
+11,724
117
$7.3M 0.12%
114,093
+3,545
118
$7.22M 0.12%
679,326
+591,024
119
$7.09M 0.12%
60,776
+15,843
120
$6.76M 0.12%
146,475
-2,270
121
$6.74M 0.12%
63,004
+657
122
$6.63M 0.11%
38,544
-1,069
123
$5.97M 0.1%
78,429
+16,630
124
$5.9M 0.1%
40,393
+10,049
125
$5.83M 0.1%
37,690
+7,021
3 4
5
6 7