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
201
$333K 0.01%
9,732
+118
202
$328K 0.01%
1,873
+474
203
$325K 0.01%
2,410
-1,168
204
$316K 0.01%
9,765
205
$314K 0.01%
+4,220
206
$313K 0.01%
+1,264
207
$298K 0.01%
+8,596
208
$287K ﹤0.01%
+4,110
209
$284K ﹤0.01%
+1,965
210
$276K ﹤0.01%
+1,806
211
$269K ﹤0.01%
1,636
-214
212
$264K ﹤0.01%
4,469
+337
213
$264K ﹤0.01%
+3,130
214
$264K ﹤0.01%
+2,891
215
$263K ﹤0.01%
2,145
-199
216
$263K ﹤0.01%
+3,076
217
$261K ﹤0.01%
+8,372
218
$259K ﹤0.01%
1,670
+5
219
$257K ﹤0.01%
+871
220
$257K ﹤0.01%
+2,604
221
$255K ﹤0.01%
3,837
222
$250K ﹤0.01%
3,392
-11
223
$247K ﹤0.01%
2,424
+272
224
$239K ﹤0.01%
+3,731
225
$236K ﹤0.01%
+4,822
7 8
9
10 11