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
251
$1.05M 0.01%
1,407
+58
252
$1.04M 0.01%
8,074
+2,765
253
$1.03M 0.01%
5,366
+18
254
$1.02M 0.01%
4,080
-405
255
$941K ﹤0.01%
4,803
+501
256
$918K ﹤0.01%
6,573
+394
257
$911K ﹤0.01%
12,268
+2,182
258
$902K ﹤0.01%
17,322
-946
259
$897K ﹤0.01%
15,155
-116,142
260
$883K ﹤0.01%
526
+118
261
$871K ﹤0.01%
5,193
+3,705
262
$856K ﹤0.01%
2,480
+202
263
$840K ﹤0.01%
6,699
+61
264
$812K ﹤0.01%
10,988
+90
265
$803K ﹤0.01%
12,802
+209
266
$802K ﹤0.01%
17,291
+188
267
$789K ﹤0.01%
13,008
268
$785K ﹤0.01%
12,295
+4,205
269
$784K ﹤0.01%
42,368
+4,856
270
$752K ﹤0.01%
9,148
+147
271
$729K ﹤0.01%
29,472
+6,987
272
$728K ﹤0.01%
9,099
+557
273
$727K ﹤0.01%
4,648
+129
274
$718K ﹤0.01%
18,410
+6,757
275
$707K ﹤0.01%
23,195
-4,119
9 10
11
12 13