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
$9.85B
AUM Growth
+$935M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
354
New
Increased
Reduced
Closed

Top Buys

1
+$78M
2
+$45.4M
3
+$43.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$42.6M
5
NKE icon
Nike
NKE
+$38.6M

Top Sells

1
+$46.7M
2
+$44.5M
3
+$35.1M
4
DD icon
DuPont de Nemours
DD
+$4.9M
5
ES icon
Eversource Energy
ES
+$3.8M

Sector Composition

1 Consumer Staples 4.49%
2 Industrials 4.27%
3 Utilities 4.27%
4 Communication Services 4.2%
5 Technology 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.18M 0.04%
73,395
+9,830
152
$4.16M 0.04%
83,663
+9,196
153
$4.13M 0.04%
140,467
+22,309
154
$3.74M 0.04%
202,488
+35,977
155
$3.73M 0.04%
101,655
+14,657
156
$3.53M 0.04%
294,387
+53,263
157
$3.48M 0.04%
43,494
+7,410
158
$3.41M 0.03%
64,233
+3,610
159
$3.36M 0.03%
21,442
+227
160
$3.29M 0.03%
209,926
+34,154
161
$3.25M 0.03%
111,958
+25,646
162
$3.2M 0.03%
80,857
+16,023
163
$3.2M 0.03%
10,852
+2,736
164
$2.95M 0.03%
53,902
+3,037
165
$2.92M 0.03%
12,913
+2,094
166
$2.9M 0.03%
69,460
-1,715
167
$2.82M 0.03%
21,125
+3,570
168
$2.69M 0.03%
36,264
-473,277
169
$2.69M 0.03%
30,504
+5,467
170
$2.67M 0.03%
49,360
+1,400
171
$2.67M 0.03%
14,586
+2,838
172
$2.66M 0.03%
44,775
+7,756
173
$2.63M 0.03%
536,394
+128,588
174
$2.63M 0.03%
23,735
+3,965
175
$2.61M 0.03%
38,040
+1,692
5 6
7
8 9