PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$59.4M
3
+$41.3M
4
SHW icon
Sherwin-Williams
SHW
+$38.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.1M

Top Sells

1
+$51.1M
2
+$35.9M
3
+$20.5M
4
AAPL icon
Apple
AAPL
+$19M
5
COST icon
Costco
COST
+$16.8M

Sector Composition

1 Technology 5.1%
2 Communication Services 4.12%
3 Utilities 4%
4 Consumer Staples 3.98%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$968K 0.01%
21,334
+558
227
$966K 0.01%
35,165
+4,425
228
$950K 0.01%
25,704
-11,809
229
$948K 0.01%
14,060
-288,751
230
$852K 0.01%
5,841
-1,629
231
$851K 0.01%
12,836
-3,588
232
$842K 0.01%
13,914
+344
233
$816K 0.01%
3
+2
234
$813K 0.01%
3,953
+767
235
$780K 0.01%
4,149
-1,547
236
$777K 0.01%
2,343
-238
237
$745K 0.01%
5,739
-634
238
$720K 0.01%
17,460
-1,996
239
$670K 0.01%
4,560
+217
240
$664K 0.01%
5,089
-277,027
241
$639K 0.01%
+7,073
242
$629K 0.01%
3,859
-348
243
$622K 0.01%
95,560
+5,185
244
$614K 0.01%
3,470
-17,098
245
$609K 0.01%
4,228
+1,146
246
$586K 0.01%
644
247
$584K 0.01%
5,915
-801
248
$567K 0.01%
+14,406
249
$558K 0.01%
3,357
+656
250
$540K 0.01%
2,463
+699
8 9
10
11 12