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
101
$22.2M 0.23%
+968,182
102
$21.6M 0.22%
549,213
+33,619
103
$20.8M 0.21%
295,512
+78,023
104
$20.7M 0.21%
155,512
+10,229
105
$19.9M 0.2%
197,242
+1,233
106
$19.6M 0.2%
+397,844
107
$19.1M 0.19%
860,213
+44,383
108
$18.7M 0.19%
344,347
+3,624
109
$18M 0.18%
140,359
+2,353
110
$17.8M 0.18%
125,275
-13,687
111
$16.1M 0.16%
276,678
+42,227
112
$15.7M 0.16%
468,963
-15,443
113
$14.5M 0.15%
110,252
+8,612
114
$14.2M 0.14%
103,995
+9,668
115
$13.4M 0.14%
146,314
+2,844
116
$13.3M 0.13%
262,026
-56,880
117
$12.6M 0.13%
75,657
+7,647
118
$12.5M 0.13%
227,788
+38,862
119
$12.3M 0.12%
190,539
+21,018
120
$12.2M 0.12%
82,137
-15,060
121
$11.6M 0.12%
201,079
+16,181
122
$11.5M 0.12%
274,536
+9,050
123
$11.3M 0.11%
132,368
+19,665
124
$10.7M 0.11%
312,217
+14,655
125
$8.68M 0.09%
390,257
+84,578
3 4
5
6 7