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
$1.83B
AUM Growth
+$304M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$36.3M
3
+$35.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$17.2M
5
AAPL icon
Apple
AAPL
+$11.9M

Top Sells

1
+$26.5M
2
+$11.1M
3
+$8.01M
4
AWAY
HOMEAWAY INC COM
AWAY
+$5.92M
5
EFX icon
Equifax
EFX
+$4.69M

Sector Composition

1 Industrials 6.6%
2 Communication Services 6.55%
3 Financials 5.48%
4 Healthcare 4.6%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$220M 12.06%
15,978,982
+1,247,736
2
$84.6M 4.63%
1,060,858
+113,817
3
$83.9M 4.6%
2,566,471
+25,609
4
$71.3M 3.9%
895,904
+118,127
5
$53.7M 2.94%
489,553
+71,238
6
$41.4M 2.27%
363,000
+46,441
7
$39.4M 2.16%
+487,747
8
$37.2M 2.04%
857,271
+825,535
9
$36.9M 2.02%
180,949
+178,006
10
$36.8M 2.02%
361,911
+38,566
11
$35.6M 1.95%
383,147
+34,506
12
$32.6M 1.78%
637,258
+69,376
13
$30.6M 1.68%
249,677
+39,333
14
$28.8M 1.58%
1,408,259
-79,286
15
$27.5M 1.51%
809,700
+99,795
16
$23.8M 1.3%
240,345
+41,721
17
$21.2M 1.16%
627,040
+37,480
18
$18.5M 1.01%
333,120
+41,599
19
$18.5M 1.01%
486,280
+37,080
20
$16.7M 0.91%
111,884
+10,246
21
$16.6M 0.91%
234,074
+21,595
22
$16.4M 0.9%
272,700
+23,324
23
$15.5M 0.85%
204,424
+21,242
24
$15.5M 0.85%
589,644
+452,752
25
$15.2M 0.83%
126,663
+9,089
1
2 3 4 5