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
$10.5B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$42M
3
+$40.4M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$34M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$33M

Top Sells

1
+$33.5M
2
+$32.4M
3
+$30.7M
4
MA icon
Mastercard
MA
+$8.53M
5
VRSK icon
Verisk Analytics
VRSK
+$6.36M

Sector Composition

1 Consumer Staples 4.58%
2 Industrials 4.53%
3 Utilities 4.4%
4 Communication Services 4.04%
5 Technology 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$482K ﹤0.01%
15,350
252
$481K ﹤0.01%
2,974
+451
253
$473K ﹤0.01%
1,918
+70
254
$467K ﹤0.01%
16,118
+7,221
255
$462K ﹤0.01%
6,603
+1,277
256
$449K ﹤0.01%
5,551
-554
257
$442K ﹤0.01%
3,186
+1,168
258
$441K ﹤0.01%
5,061
-216
259
$440K ﹤0.01%
3,488
+1,354
260
$439K ﹤0.01%
2,618
+687
261
$436K ﹤0.01%
+1,709
262
$432K ﹤0.01%
4,938
-554
263
$431K ﹤0.01%
1,996
+135
264
$424K ﹤0.01%
1,576
+142
265
$422K ﹤0.01%
+11,908
266
$408K ﹤0.01%
+5,040
267
$400K ﹤0.01%
5,460
+1,191
268
$396K ﹤0.01%
+10,254
269
$392K ﹤0.01%
5,698
-312
270
$382K ﹤0.01%
+3,513
271
$379K ﹤0.01%
15,089
+714
272
$374K ﹤0.01%
3,302
+746
273
$370K ﹤0.01%
189
+67
274
$368K ﹤0.01%
+6,583
275
$365K ﹤0.01%
2,503
+758
9 10
11
12 13