PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Return
13.65%
This Quarter Return
+4.25%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$1.83B
AUM Growth
+$304M
(+20%)
Cap. Flow
+$255M
Cap. Flow
% of AUM
13.98%
Top 10 Holdings %
Top 10 Hldgs %
38.64%
Holding
168
New
17
Increased
122
Reduced
12
Closed
9
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$39.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$36.3M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$35.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
$17.2M |
| 5 |
Apple
AAPL
|
$11.9M |
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$26.5M |
| 2 |
EMC
EMC CORPORATION
EMC
|
$11.1M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$8.01M |
| 4 |
AWAY
HOMEAWAY INC COM
AWAY
|
$5.92M |
| 5 |
Equifax
EFX
|
$4.69M |
Sector Composition
| 1 | Industrials | 6.6% |
| 2 | Communication Services | 6.55% |
| 3 | Financials | 5.48% |
| 4 | Healthcare | 4.6% |
| 5 | Consumer Discretionary | 4.26% |
