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
$13.3B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$73.5M
2
+$40.9M
3
+$40.7M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$30.7M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$27.9M

Top Sells

1
+$135M
2
+$61.2M
3
+$21.9M
4
UPS icon
United Parcel Service
UPS
+$17.4M
5
AAPL icon
Apple
AAPL
+$10.2M

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 4.27%
3 Communication Services 4.06%
4 Materials 3.87%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$915K 0.01%
34,154
252
$911K 0.01%
13,117
-11,294
253
$868K 0.01%
1,965
+31
254
$862K 0.01%
13,550
+428
255
$857K 0.01%
48,432
-21,998
256
$830K 0.01%
4,346
+1,538
257
$784K 0.01%
13,564
-336
258
$783K 0.01%
21,120
+3,190
259
$745K 0.01%
4,505
-413
260
$724K 0.01%
5,070
+1,158
261
$704K 0.01%
3,451
+208
262
$697K 0.01%
4,457
+933
263
$693K 0.01%
3,910
+894
264
$689K 0.01%
7,189
+1,534
265
$688K 0.01%
51,222
+6,918
266
$625K ﹤0.01%
+9,167
267
$611K ﹤0.01%
3,880
-65
268
$602K ﹤0.01%
6,822
+3,273
269
$598K ﹤0.01%
10,907
+260
270
$593K ﹤0.01%
2,770
-374
271
$589K ﹤0.01%
2,989
+316
272
$587K ﹤0.01%
21,946
+2,773
273
$566K ﹤0.01%
5,530
+630
274
$547K ﹤0.01%
1,677
+217
275
$544K ﹤0.01%
+37,784
9 10
11
12 13