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
201
$902K 0.01%
5,845
+1,524
202
$893K 0.01%
35,246
+8,338
203
$891K 0.01%
2,762
+484
204
$876K 0.01%
6,525
+1,533
205
$853K 0.01%
8,710
-892
206
$834K 0.01%
14,189
+4,470
207
$781K 0.01%
4,141
+943
208
$752K 0.01%
5,695
+784
209
$747K 0.01%
22,642
+5,708
210
$712K 0.01%
10,667
+1,378
211
$692K 0.01%
11,016
-53
212
$680K 0.01%
8,380
-46,453
213
$671K 0.01%
12,055
+1,904
214
$661K 0.01%
+8,341
215
$650K 0.01%
11,460
-384,339
216
$635K 0.01%
6,478
+4,253
217
$631K 0.01%
4,815
+1,373
218
$620K 0.01%
13,151
+5,469
219
$619K 0.01%
49,026
-1,167
220
$611K 0.01%
24,030
+13,990
221
$587K 0.01%
5,290
+995
222
$564K 0.01%
3,378
+1,632
223
$538K 0.01%
4,109
+495
224
$535K 0.01%
3,981
+122
225
$532K 0.01%
+8,477
7 8
9
10 11