PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
This Quarter Return
-0.6%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$1.44B
AUM Growth
+$1.44B
(+17%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
15.41%
Top 10 Holdings %
Top 10 Hldgs %
41.59%
Holding
154
New
12
Increased
117
Reduced
9
Closed
9
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$29.1M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13.5M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$13.4M |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$12.5M |
| 5 |
CVS Health
CVS
|
$11.7M |
Top Sells
| 1 |
Perrigo
PRGO
|
$10.2M |
| 2 |
Baxter International
BAX
|
$9.01M |
| 3 |
Cisco
CSCO
|
$9.01M |
| 4 |
McDonald's
MCD
|
$7.99M |
| 5 |
CRR
Carbo Ceramics Inc.
CRR
|
$3.01M |
Sector Composition
| 1 | Industrials | 6.26% |
| 2 | Financials | 5.87% |
| 3 | Communication Services | 5.76% |
| 4 | Healthcare | 4.98% |
| 5 | Energy | 4.4% |
