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
176
$1.52M 0.02%
231,691
-122,538
177
$1.46M 0.02%
29,631
+6,421
178
$1.42M 0.02%
117,119
-55,170
179
$1.42M 0.02%
27,233
+4,634
180
$1.42M 0.02%
9,613
+2,054
181
$1.41M 0.02%
+18,902
182
$1.41M 0.02%
18,395
+4,281
183
$1.41M 0.02%
88,721
-26,695
184
$1.41M 0.02%
22,143
+19,077
185
$1.4M 0.02%
8,759
+2,254
186
$1.29M 0.02%
11,812
+9,465
187
$1.28M 0.02%
12,548
+2,285
188
$1.25M 0.02%
28,024
+4,762
189
$1.19M 0.02%
103,520
-50,084
190
$1.17M 0.02%
30,001
+4,678
191
$1.16M 0.02%
8,891
+1,519
192
$1.15M 0.02%
7,454
+2,313
193
$1.12M 0.02%
8,370
+5,845
194
$1.07M 0.01%
32,155
+11,690
195
$1.05M 0.01%
6,581
+30
196
$1.04M 0.01%
14,556
+1,094
197
$1.02M 0.01%
14,666
+3,188
198
$1M 0.01%
10,870
+2,208
199
$966K 0.01%
11,493
+324
200
$953K 0.01%
10,496
+2,408
6 7
8
9 10