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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$921K 0.01%
11,694
-24,570
227
$894K 0.01%
11,486
+3,462
228
$851K 0.01%
42,437
+467
229
$823K 0.01%
6,420
+1,350
230
$805K 0.01%
9,935
+1,342
231
$774K 0.01%
10,224
+1
232
$768K 0.01%
6,501
+3,823
233
$762K 0.01%
1,954
+3
234
$750K 0.01%
3,903
+253
235
$695K 0.01%
+644
236
$684K 0.01%
11,165
+1,089
237
$680K 0.01%
13,487
+1,520
238
$643K 0.01%
16,645
-395
239
$626K 0.01%
2,908
+392
240
$598K 0.01%
21,690
+1,090
241
$562K 0.01%
+2,432
242
$550K 0.01%
+1,562
243
$527K 0.01%
4,085
+176
244
$501K ﹤0.01%
+274,798
245
$501K ﹤0.01%
5,053
+717
246
$500K ﹤0.01%
11,223
-726,414
247
$494K ﹤0.01%
41,856
+4,554
248
$483K ﹤0.01%
5,381
-6
249
$483K ﹤0.01%
5,499
+62
250
$482K ﹤0.01%
10,728
+548
8 9
10
11 12