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
276
$72K ﹤0.01%
1,058
277
$39K ﹤0.01%
800
278
$25K ﹤0.01%
2,044
279
– –
-4,248
280
– –
-4,488
281
– –
-11,278
282
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-24,172
283
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-4,206
284
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-1,019
285
– –
-2,905
286
– –
-2,234,524
287
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-2,763
288
– –
-19,898
289
– –
-522,188
290
– –
-9,225
291
– –
-17,475
8 9 10 11
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