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
1
$800M 13.66%
46,984,770
+3,823,224
2
$358M 6.11%
7,799,772
+613,583
3
$253M 4.31%
1,657,597
+190,789
4
$252M 4.3%
3,189,224
+456,691
5
$211M 3.6%
2,542,096
+263,012
6
$150M 2.56%
1,315,460
+141,527
7
$138M 2.36%
2,288,579
+233,711
8
$125M 2.13%
1,027,050
+116,919
9
$123M 2.1%
1,115,180
+124,037
10
$122M 2.08%
996,421
+137,758
11
$119M 2.03%
6,814,810
+649,535
12
$118M 2.02%
990,661
+77,407
13
$115M 1.96%
4,591,976
+497,160
14
$96.5M 1.65%
5,536,740
+772,092
15
$85M 1.45%
619,369
+124,905
16
$83.9M 1.43%
2,209,597
+200,656
17
$63.6M 1.09%
479,025
+43,691
18
$63.1M 1.08%
631,466
+60,990
19
$49.6M 0.85%
1,173,232
+60,488
20
$48.7M 0.83%
832,760
+27,340
21
$47.9M 0.82%
333,080
+29,970
22
$44.2M 0.75%
480,571
+10,235
23
$42.9M 0.73%
820,320
+30,780
24
$42.2M 0.72%
279,074
+5,973
25
$42.1M 0.72%
824,187
+17,372
1
2 3 4 5