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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.2M 0.02%
19,881
-1,219,497
227
$2.1M 0.02%
96,296
-2,244
228
$2.08M 0.02%
8,986
+276
229
$1.86M 0.01%
15,764
-5,712
230
$1.84M 0.01%
10,718
-127,035
231
$1.84M 0.01%
30,843
+2,471
232
$1.82M 0.01%
17,378
+520
233
$1.7M 0.01%
20,742
-1,825
234
$1.69M 0.01%
19,251
+594
235
$1.65M 0.01%
14,167
+1,370
236
$1.56M 0.01%
7,231
+1,112
237
$1.53M 0.01%
28,977
+8,602
238
$1.35M 0.01%
6,237
+514
239
$1.29M 0.01%
9,651
-30,493
240
$1.28M 0.01%
20,540
+6,660
241
$1.28M 0.01%
+91,065
242
$1.26M 0.01%
10,680
-597
243
$1.25M 0.01%
4,237
+450
244
$1.15M 0.01%
22,127
+18,165
245
$1.15M 0.01%
1,194
-140
246
$1.14M 0.01%
5,059
+1,153
247
$1.14M 0.01%
3,356
-192
248
$1.13M 0.01%
11,272
-672
249
$1.01M 0.01%
30,540
+21,700
250
$1M 0.01%
2,619
+284
8 9
10
11 12