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
$6.42B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$55M
3
+$43M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$38.9M
5
GILD icon
Gilead Sciences
GILD
+$29.5M

Top Sells

1
+$37.7M
2
+$29M
3
+$23M
4
MON
Monsanto Co
MON
+$21.3M
5
CVS icon
CVS Health
CVS
+$16M

Sector Composition

1 Communication Services 4.89%
2 Industrials 4.36%
3 Consumer Staples 4.3%
4 Financials 4.17%
5 Technology 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$213K ﹤0.01%
19,075
252
$210K ﹤0.01%
+1,019
253
$202K ﹤0.01%
351
-5
254
$202K ﹤0.01%
+4,206
255
$202K ﹤0.01%
+2,905
256
$201K ﹤0.01%
+1,508
257
$201K ﹤0.01%
22,506
+340
258
$125K ﹤0.01%
11,278
+1,067
259
$79K ﹤0.01%
24,000
260
$66K ﹤0.01%
+1,058
261
$37K ﹤0.01%
800
262
$21K ﹤0.01%
2,044
263
– –
-6,175
264
– –
-11,363
265
– –
-150,722
266
– –
-2,604
267
– –
-3,166
268
– –
-11,934
269
– –
-3,019
270
– –
-11,952
271
– –
-13,242
272
– –
-2,546
273
– –
-512,511
274
– –
-3,119
275
– –
-1,617
8 9 10
11
12