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
$7.1B
AUM Growth
+$683M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$56.5M
3
+$44.4M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$29.8M
5
EVRG icon
Evergy
EVRG
+$21.8M

Top Sells

1
+$21.9M
2
+$21.2M
3
+$16.6M
4
S
Sprint Corporation
S
+$10.9M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$4.77M

Sector Composition

1 Communication Services 4.94%
2 Consumer Staples 4.32%
3 Industrials 4.16%
4 Financials 4.04%
5 Technology 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$270K ﹤0.01%
+6,052
252
$269K ﹤0.01%
7,427
-505
253
$256K ﹤0.01%
865
-447
254
$249K ﹤0.01%
1,855
-3
255
$247K ﹤0.01%
+7,198
256
$243K ﹤0.01%
+2,167
257
$240K ﹤0.01%
2,006
+24
258
$239K ﹤0.01%
+2,737
259
$239K ﹤0.01%
3,692
-130
260
$235K ﹤0.01%
1,881
261
$232K ﹤0.01%
+1,637
262
$228K ﹤0.01%
6,257
263
$227K ﹤0.01%
6,940
-2,424
264
$218K ﹤0.01%
+3,256
265
$217K ﹤0.01%
+5,051
266
$216K ﹤0.01%
19,075
267
$216K ﹤0.01%
4,792
-19
268
$215K ﹤0.01%
22,160
-346
269
$213K ﹤0.01%
10,000
-45
270
$213K ﹤0.01%
368
+17
271
$209K ﹤0.01%
2,499
+9
272
$201K ﹤0.01%
+4,644
273
$109K ﹤0.01%
24,000
274
$90K ﹤0.01%
+2,613
275
$72K ﹤0.01%
+3,792
8 9 10
11
12