PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
This Quarter Return
+4.71%
1 Year Return
-13.65%
3 Year Return
+17.55%
5 Year Return
+33.04%
10 Year Return
–
AUM
$3.97B
AUM Growth
+$3.97B
(+18%)
Cap. Flow
+$497M
Cap. Flow
% of AUM
12.52%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
222
New
46
Increased
119
Reduced
40
Closed
12
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$99M |
| 2 |
Schwab International Equity ETF
SCHF
|
$69.3M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$33M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$25.9M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$18.8M |
Top Sells
| 1 |
Fluor
FLR
|
$22.4M |
| 2 |
McKesson
MCK
|
$15.7M |
| 3 |
CORE
Core Mark Holding Co., Inc.
CORE
|
$12.9M |
| 4 |
iRobot
IRBT
|
$12.7M |
| 5 |
SBA Communications
SBAC
|
$10.4M |
Sector Composition
| 1 | Communication Services | 5.73% |
| 2 | Industrials | 5.47% |
| 3 | Financials | 5.11% |
| 4 | Materials | 4.52% |
| 5 | Consumer Staples | 4.38% |
