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
$19.9B
AUM Growth
+$661M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
519
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$94M
3
+$85.2M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$80.1M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$77.1M

Top Sells

1
+$119M
2
+$99.9M
3
+$37.2M
4
CRL icon
Charles River Laboratories
CRL
+$30.4M
5
AA icon
Alcoa
AA
+$9.47M

Sector Composition

1 Technology 6.57%
2 Communication Services 4.27%
3 Consumer Discretionary 4.11%
4 Consumer Staples 3.87%
5 Financials 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.83M 0.01%
10,923
+97
227
$1.78M 0.01%
9,283
+12
228
$1.77M 0.01%
15,420
-2,929
229
$1.74M 0.01%
76,362
+5,350
230
$1.74M 0.01%
16,098
+1,801
231
$1.66M 0.01%
34,170
-2,410
232
$1.61M 0.01%
10,807
+310
233
$1.56M 0.01%
5,770
-72
234
$1.54M 0.01%
9,407
+29
235
$1.53M 0.01%
24,733
+1,394
236
$1.53M 0.01%
7,608
+30
237
$1.5M 0.01%
19,218
+2
238
$1.44M 0.01%
10,620
+1,260
239
$1.43M 0.01%
2,504
+39
240
$1.41M 0.01%
81,048
+3,852
241
$1.36M 0.01%
9,261
+724
242
$1.33M 0.01%
28,196
243
$1.27M 0.01%
33,967
+4,658
244
$1.27M 0.01%
5,552
+1,866
245
$1.19M 0.01%
865
+1
246
$1.16M 0.01%
4,845
+1,521
247
$1.15M 0.01%
21,845
-765
248
$1.12M 0.01%
3,618
-1,410
249
$1.1M 0.01%
19,360
-1,170
250
$1.05M 0.01%
3,276
-221
8 9
10
11 12