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
151
$2.73M 0.04%
97,894
-22,265
152
$2.68M 0.04%
24,629
+4,496
153
$2.65M 0.04%
22,148
-6,996
154
$2.63M 0.04%
58,215
+15,399
155
$2.6M 0.03%
35,683
+7,372
156
$2.5M 0.03%
747,960
+573,400
157
$2.39M 0.03%
45,800
+3,100
158
$2.35M 0.03%
54,257
+6,613
159
$2.31M 0.03%
168,012
+36,214
160
$2.17M 0.03%
63,360
+540
161
$2.14M 0.03%
92,032
+681
162
$2.1M 0.03%
71,161
-1,259
163
$2.04M 0.03%
17,642
+4,358
164
$2.03M 0.03%
47,610
-29,621
165
$2.02M 0.03%
63,630
+25,994
166
$1.92M 0.03%
7,700
+611
167
$1.86M 0.02%
27,214
+16,527
168
$1.81M 0.02%
7,864
+1,990
169
$1.76M 0.02%
71,544
+13,004
170
$1.76M 0.02%
79,155
+23,880
171
$1.66M 0.02%
34,154
172
$1.6M 0.02%
29,600
+5,930
173
$1.59M 0.02%
13,986
+3,484
174
$1.57M 0.02%
12,204
+70
175
$1.57M 0.02%
38,976
+6,020
5 6
7
8 9