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
$3.36B
AUM Growth
+$390M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$24.2M
3
+$24M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$17.8M

Top Sells

1
+$2.14M
2
+$930K
3
+$846K
4
CVS icon
CVS Health
CVS
+$824K
5
ARE icon
Alexandria Real Estate Equities
ARE
+$544K

Sector Composition

1 Industrials 6.52%
2 Financials 6.01%
3 Communication Services 5.93%
4 Materials 4.61%
5 Energy 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K ﹤0.01%
2,044
177
– –
-17,722
178
– –
-4,775
179
– –
-4,462
180
– –
-5,064
181
– –
-3,626
182
– –
-12,376
183
– –
-27,700
184
– –
-28,050
185
– –
-25,000
4 5 6 7
8