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
176
$1.04M 0.02%
+11,934
177
$1.03M 0.02%
6,616
+2,302
178
$984K 0.02%
3,660
+876
179
$906K 0.02%
23,875
+3,250
180
$882K 0.02%
6,271
+2,115
181
$849K 0.01%
15,518
+494
182
$793K 0.01%
80,101
+5,450
183
$729K 0.01%
7,541
+2,634
184
$712K 0.01%
24,105
+11,820
185
$701K 0.01%
+9,968
186
$593K 0.01%
8,297
+1,005
187
$581K 0.01%
3,951
-5
188
$515K 0.01%
106,360
-4,320
189
$478K 0.01%
3,847
-831
190
$467K 0.01%
3,297
-624
191
$450K 0.01%
3,447
+300
192
$426K 0.01%
7,488
+1,242
193
$415K 0.01%
2,538
-8
194
$410K 0.01%
3,097
195
$395K 0.01%
+11,363
196
$393K 0.01%
+5,634
197
$377K 0.01%
2,390
+186
198
$358K 0.01%
3,386
+61
199
$352K 0.01%
+6,175
200
$346K 0.01%
2,949
+476
6 7
8
9 10