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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$366K 0.01%
9,765
227
$360K 0.01%
6,150
+947
228
$356K 0.01%
2,931
-688
229
$355K 0.01%
1,563
+481
230
$355K 0.01%
4,524
-1,019
231
$343K ﹤0.01%
5,202
+377
232
$331K ﹤0.01%
2,287
-40
233
$323K ﹤0.01%
6,158
-2,486
234
$321K ﹤0.01%
2,234
-324
235
$320K ﹤0.01%
2,356
+139
236
$308K ﹤0.01%
1,658
+156
237
$306K ﹤0.01%
1,686
+162
238
$305K ﹤0.01%
4,556
+58
239
$301K ﹤0.01%
1,821
-128,106
240
$299K ﹤0.01%
5,532
-135
241
$298K ﹤0.01%
5,308
-765
242
$295K ﹤0.01%
+10,846
243
$292K ﹤0.01%
1,784
+121
244
$288K ﹤0.01%
1,706
-13
245
$287K ﹤0.01%
1,183
-81
246
$286K ﹤0.01%
+3,610
247
$285K ﹤0.01%
2,112
+383
248
$284K ﹤0.01%
9,614
249
$274K ﹤0.01%
3,568
250
$273K ﹤0.01%
11,270
+500
8 9
10
11 12