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
$5.13B
AUM Growth
+$567M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$37.8M
3
+$28M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$25.2M
5
BKR icon
Baker Hughes
BKR
+$22.1M

Top Sells

1
+$31.5M
2
+$28.1M
3
+$15.8M
4
LOW icon
Lowe's Companies
LOW
+$7.61M
5
CWT icon
California Water Service
CWT
+$4.67M

Sector Composition

1 Communication Services 5.4%
2 Industrials 4.93%
3 Financials 4.55%
4 Consumer Staples 4.29%
5 Healthcare 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K ﹤0.01%
+800
227
$21K ﹤0.01%
2,044
228
– –
-4,631
229
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-11,341
230
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-3,495
231
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-114,871
232
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-3,107
233
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-84,533
234
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-4,000
235
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-4,619
236
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-10,466
237
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-6,337
238
– –
-224,306
239
– –
-389,757
240
– –
-29,849
241
– –
-515,033
242
– –
-12,629
6 7 8 9
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