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
126
$5.79M 0.1%
63,488
+17,818
127
$5.75M 0.1%
261,578
+96,679
128
$5.68M 0.1%
964,940
+92,378
129
$5.52M 0.09%
116,705
+7,889
130
$5.34M 0.09%
48,015
+8,728
131
$5.27M 0.09%
97,783
-653
132
$5.21M 0.09%
64,914
-1,215
133
$5.02M 0.09%
50,700
+10,991
134
$4.96M 0.08%
41,350
+11,211
135
$4.83M 0.08%
147,255
+36,127
136
$4.33M 0.07%
150,722
+47,665
137
$4.25M 0.07%
71,701
-5,601
138
$4M 0.07%
74,538
-7,969
139
$3.39M 0.06%
91,785
+10,577
140
$3.25M 0.06%
71,417
+7,059
141
$3.22M 0.06%
53,951
+4,941
142
$3.2M 0.05%
105,564
+6,868
143
$3.04M 0.05%
65,065
+4,163
144
$2.95M 0.05%
86,333
+6,119
145
$2.86M 0.05%
13,234
+1,823
146
$2.75M 0.05%
24,840
+3,017
147
$2.7M 0.05%
13,324
+2,577
148
$2.69M 0.05%
67,539
+24,407
149
$2.59M 0.04%
54,158
-20,757
150
$2.54M 0.04%
211,137
+39,720
4 5
6
7 8