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
1
$2.35B 10.83%
120,762,120
+6,721,648
2
$1.13B 5.2%
5,060,934
+227,670
3
$1.02B 4.72%
12,650,330
+495,444
4
$982M 4.52%
19,813,460
+921,669
5
$875M 4.03%
7,529,614
+145,176
6
$660M 3.04%
5,121,186
+231,676
7
$578M 2.66%
4,477,478
+139,275
8
$491M 2.26%
3,696,010
+165,341
9
$464M 2.14%
8,575,507
+494,983
10
$458M 2.11%
13,138,678
+541,840
11
$423M 1.95%
16,503,716
+682,700
12
$404M 1.86%
5,062,190
+458,525
13
$398M 1.83%
2,962,609
+112,922
14
$348M 1.6%
1,441,115
+25,512
15
$328M 1.51%
1,847,434
+57,715
16
$320M 1.47%
7,048,347
+292,822
17
$278M 1.28%
9,714,007
+493,616
18
$270M 1.24%
2,546,303
-534,650
19
$268M 1.23%
796,957
+15,518
20
$240M 1.11%
1,656,900
+43,900
21
$225M 1.04%
15,922,311
+7,695,505
22
$224M 1.03%
4,054,299
+176,889
23
$204M 0.94%
6,915,240
-163,810
24
$187M 0.86%
1,124,100
+40,860
25
$174M 0.8%
658,049
-9,945
1
2 3 4 5