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
151
$2.45M 0.04%
74,229
+426
152
$2.28M 0.04%
60,335
-12
153
$2.27M 0.04%
83,424
+4,374
154
$2.24M 0.04%
36,665
-226
155
$2.21M 0.04%
49,277
+21,006
156
$2.09M 0.04%
35,097
+6,280
157
$2M 0.03%
66,372
+8,027
158
$2M 0.03%
37,900
+9,060
159
$1.98M 0.03%
34,154
-81
160
$1.88M 0.03%
88,712
-4,935
161
$1.87M 0.03%
41,233
+8,151
162
$1.83M 0.03%
+17,482
163
$1.79M 0.03%
12,120
+1,040
164
$1.71M 0.03%
128,465
+10,101
165
$1.67M 0.03%
+20,776
166
$1.67M 0.03%
6,806
+629
167
$1.65M 0.03%
43,103
+14,540
168
$1.63M 0.03%
42,166
+9,495
169
$1.63M 0.03%
127,333
-838
170
$1.62M 0.03%
25,427
+6,052
171
$1.52M 0.03%
32,126
+7,868
172
$1.47M 0.03%
23,199
+5,922
173
$1.32M 0.02%
12,410
+6,010
174
$1.2M 0.02%
29,892
+6,704
175
$1.15M 0.02%
10,520
+7,038
5 6
7
8 9