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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$278K ﹤0.01%
1,858
+2
227
$277K ﹤0.01%
1,719
+49
228
$277K ﹤0.01%
+6,095
229
$276K ﹤0.01%
1,502
+196
230
$275K ﹤0.01%
+3,492
231
$265K ﹤0.01%
+3,400
232
$263K ﹤0.01%
+1,757
233
$261K ﹤0.01%
1,729
-236
234
$261K ﹤0.01%
1,524
-112
235
$261K ﹤0.01%
2,763
-128
236
$260K ﹤0.01%
1,082
+148
237
$256K ﹤0.01%
+9,364
238
$255K ﹤0.01%
1,663
-143
239
$254K ﹤0.01%
10,770
+2,030
240
$249K ﹤0.01%
3,568
-2,066
241
$240K ﹤0.01%
3,822
-15
242
$233K ﹤0.01%
+1,468
243
$233K ﹤0.01%
2,490
+100
244
$230K ﹤0.01%
1,982
245
$228K ﹤0.01%
1,881
-264
246
$226K ﹤0.01%
4,811
-11
247
$221K ﹤0.01%
4,248
+250
248
$221K ﹤0.01%
+6,257
249
$214K ﹤0.01%
10,045
-155
250
$214K ﹤0.01%
+4,732
8 9
10
11 12