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
126
$6.88M 0.09%
52,088
+38,014
127
$6.51M 0.09%
36,678
-710
128
$6.12M 0.08%
131,616
+41,930
129
$5.79M 0.08%
78,239
+3,029
130
$5.66M 0.08%
108,287
-2,314
131
$5.61M 0.08%
119,112
+2,742
132
$5.56M 0.07%
61,764
+3,198
133
$5.42M 0.07%
357,445
-2,955
134
$5.37M 0.07%
236,836
-117,473
135
$4.99M 0.07%
108,829
+668
136
$4.93M 0.07%
232,148
+44,272
137
$4.9M 0.07%
142,130
+5,418
138
$4.68M 0.06%
78,820
+4,190
139
$4.41M 0.06%
97,517
+2,939
140
$4.31M 0.06%
64,378
-91
141
$4.23M 0.06%
69,951
+3,871
142
$4.06M 0.05%
53,018
+3,995
143
$3.98M 0.05%
123,823
-988
144
$3.82M 0.05%
16,644
-755
145
$3.35M 0.04%
137,431
+2,093
146
$3.06M 0.04%
66,947
+5,958
147
$2.98M 0.04%
11,830
+8,255
148
$2.96M 0.04%
79,895
+21,199
149
$2.86M 0.04%
118,728
-11,413
150
$2.82M 0.04%
55,323
-912
4 5
6
7 8