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
$15.7B
AUM Growth
+$2.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$63M
2
+$42.5M
3
+$42.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$38.2M
5
APD icon
Air Products & Chemicals
APD
+$36.7M

Top Sells

1
+$21.4M
2
+$17M
3
+$16.4M
4
CMCSA icon
Comcast
CMCSA
+$16.4M
5
ADM icon
Archer Daniels Midland
ADM
+$16.3M

Sector Composition

1 Technology 6.21%
2 Materials 4.41%
3 Consumer Discretionary 4.27%
4 Communication Services 4.03%
5 Consumer Staples 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.02M 0.01%
16,796
+2,629
227
$1.89M 0.01%
29,218
-1,625
228
$1.81M 0.01%
8,547
+4,661
229
$1.74M 0.01%
8,140
+3,635
230
$1.65M 0.01%
10,818
+138
231
$1.61M 0.01%
9,036
+5,126
232
$1.52M 0.01%
34,790
+22,950
233
$1.51M 0.01%
12,480
+1,208
234
$1.5M 0.01%
3,935
+2,258
235
$1.46M 0.01%
76,732
+28,300
236
$1.44M 0.01%
11,085
-14,407
237
$1.41M 0.01%
34,154
238
$1.39M 0.01%
5,784
-1,447
239
$1.3M 0.01%
8,867
-784
240
$1.23M 0.01%
1,078
-116
241
$1.21M 0.01%
25,560
-4,980
242
$1.15M 0.01%
4,387
-672
243
$1.13M 0.01%
17,751
+4,187
244
$1.13M 0.01%
2,420
+455
245
$1.1M 0.01%
4,723
+486
246
$1.09M 0.01%
23,825
+2,705
247
$1.07M 0.01%
70,578
+19,356
248
$1.01M 0.01%
16,154
-4,386
249
$1.01M 0.01%
13,853
+303
250
$1.01M 0.01%
+17,056
8 9
10
11 12