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PCA
Personal Capital Advisors Portfolio holdings
AUM
$20.6B
1-Year Est. Return
13.65%
This Fund
S&P 500
This Quarter
Est. Return
+6.64%
1 Year Est. Return
-13.65%
3 Year Est. Return
+17.55%
5 Year Est. Return
+33.04%
10 Year Est. Return
–
AUM
$315M
AUM Growth
–
Cap. Flow
+$309M
Cap. Flow
% of AUM
97.85%
Top 10 Holdings %
Top 10 Hldgs %
39.7%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab International Equity ETF
SCHF
|
+$40M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$18M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$13.2M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$9.97M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.44M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 6.21% |
| 2 | Financials | 6.04% |
| 3 | Healthcare | 5.59% |
| 4 | Communication Services | 5.38% |
| 5 | Utilities | 4.43% |
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Personal Capital Advisors's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Personal Capital Advisors, which disclosed 82 positions worth $315M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Schwab International Equity ETF: 2,570,606 shares worth $40.5M.
By sector, the portfolio is most concentrated in Industrials at 6.2% of assets, followed by Financials and Healthcare.
- Personal Capital Advisors's largest Q4 2013 buy was Schwab International Equity ETF: 2,570,606 shares worth $40.5M.
- Personal Capital Advisors's ten largest holdings make up 40% of its $315M portfolio in Q4 2013.
- Personal Capital Advisors disclosed 82 positions in Q4 2013, its first 13F filing on record.
Based on Personal Capital Advisors's 13F filing for Q4 2013, filed 10 Jan 2014.