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
$19.2B
AUM Growth
+$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
510
New
Increased
Reduced
Closed

Top Buys

1
+$96.3M
2
+$92.4M
3
+$56.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$55.9M
5
TSLA icon
Tesla
TSLA
+$55.9M

Top Sells

1
+$34.6M
2
+$32.5M
3
+$26.9M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$20.6M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$15.8M

Sector Composition

1 Technology 6.37%
2 Communication Services 4.25%
3 Consumer Discretionary 4.09%
4 Materials 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.9M 0.01%
3,881
+98
227
$1.9M 0.01%
8,220
-30,693
228
$1.79M 0.01%
10,826
+514
229
$1.78M 0.01%
9,271
+9
230
$1.74M 0.01%
36,580
+4,330
231
$1.63M 0.01%
71,012
-8,518
232
$1.61M 0.01%
14,297
-5,548
233
$1.59M 0.01%
7,377
-4,864
234
$1.58M 0.01%
5,028
+87
235
$1.55M 0.01%
9,378
+302
236
$1.55M 0.01%
10,497
+240
237
$1.52M 0.01%
7,578
+480
238
$1.52M 0.01%
19,216
-467
239
$1.46M 0.01%
23,339
-375
240
$1.42M 0.01%
8,537
-211
241
$1.39M 0.01%
5,842
+1,904
242
$1.37M 0.01%
9,360
-810
243
$1.34M 0.01%
77,196
-2,286
244
$1.34M 0.01%
20,530
-510
245
$1.33M 0.01%
+28,196
246
$1.24M 0.01%
2,465
+69
247
$1.22M 0.01%
22,610
+1,165
248
$1.2M 0.01%
864
-184
249
$1.16M 0.01%
5,348
-351
250
$1.11M 0.01%
17,247
+63
8 9
10
11 12