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
$21.7B
AUM Growth
+$1.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$109M
3
+$69.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$50.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$45.7M

Top Sells

1
+$56.7M
2
+$19.5M
3
+$7.73M
4
DIS icon
Walt Disney
DIS
+$6.63M
5
PYPL icon
PayPal
PYPL
+$5.17M

Sector Composition

1 Technology 6.98%
2 Consumer Discretionary 4.29%
3 Consumer Staples 4.12%
4 Materials 4.06%
5 Communication Services 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.02M 0.02%
35,230
+789
202
$4.99M 0.02%
210,742
+6,544
203
$4.89M 0.02%
26,755
-1,333
204
$4.51M 0.02%
71,285
-598
205
$4.47M 0.02%
9,813
+380
206
$4.42M 0.02%
15,087
-2,068
207
$4.3M 0.02%
20,009
-105
208
$4.15M 0.02%
28,575
+5,855
209
$4.03M 0.02%
23,648
+2,460
210
$3.91M 0.02%
+134,040
211
$3.69M 0.02%
6,543
212
$3.63M 0.02%
19,829
+4,003
213
$3.36M 0.02%
10,990
+1,808
214
$3.21M 0.01%
37,180
+2,143
215
$3M 0.01%
4,678
-76
216
$2.56M 0.01%
49,126
+5,552
217
$2.5M 0.01%
23,140
+7,720
218
$2.5M 0.01%
8,893
+228
219
$2.39M 0.01%
36,160
+1,990
220
$2.34M 0.01%
3,554
+1,050
221
$2.34M 0.01%
13,108
+1,504
222
$2.33M 0.01%
257,344
223
$2.24M 0.01%
16,557
+459
224
$2.24M 0.01%
8,363
-413
225
$2.21M 0.01%
6,875
-563
7 8
9
10 11