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
101
$16.6M 0.22%
478,458
+101,204
102
$16.2M 0.22%
258,042
+10,554
103
$15.8M 0.21%
133,758
+13,632
104
$15.4M 0.21%
335,115
+7,240
105
$15.3M 0.21%
135,325
+808
106
$15.3M 0.2%
320,443
-2,442
107
$14.9M 0.2%
957,562
+29,247
108
$14.4M 0.19%
233,687
+1,423
109
$13M 0.17%
168,516
-61,875
110
$11.9M 0.16%
107,566
-4,322
111
$11.7M 0.16%
400,468
-59,677
112
$11.7M 0.16%
88,943
+9,860
113
$11.5M 0.15%
493,269
-13,307
114
$11.1M 0.15%
688,238
-5,071
115
$10.7M 0.14%
252,178
+1,272
116
$10.1M 0.14%
91,469
+10,810
117
$9.88M 0.13%
148,771
+6,379
118
$9.78M 0.13%
86,322
+6,693
119
$9.77M 0.13%
352,312
-176,972
120
$9.39M 0.13%
268,331
-19,323
121
$8.91M 0.12%
120,430
+2,998
122
$8.32M 0.11%
167,593
+18,570
123
$8.28M 0.11%
59,951
+1,314
124
$7.51M 0.1%
170,689
+3,684
125
$6.9M 0.09%
89,512
-536
3 4
5
6 7