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
276
$352K ﹤0.01%
5,107
+521
277
$339K ﹤0.01%
8,297
-792
278
$335K ﹤0.01%
8,215
-289
279
$331K ﹤0.01%
2,588
+14
280
$328K ﹤0.01%
+10,240
281
$326K ﹤0.01%
11,426
-1,110
282
$325K ﹤0.01%
11,635
-135
283
$324K ﹤0.01%
12,345
+81
284
$323K ﹤0.01%
6,480
-848
285
$323K ﹤0.01%
5,106
-530,048
286
$317K ﹤0.01%
2,968
+551
287
$314K ﹤0.01%
13,641
+3,684
288
$311K ﹤0.01%
+1
289
$301K ﹤0.01%
+11,290
290
$301K ﹤0.01%
3,509
+153
291
$300K ﹤0.01%
+3,163
292
$299K ﹤0.01%
2,196
-567
293
$298K ﹤0.01%
+7,997
294
$297K ﹤0.01%
+2,000
295
$295K ﹤0.01%
+6,640
296
$295K ﹤0.01%
1,792
+8
297
$294K ﹤0.01%
7,229
+119
298
$294K ﹤0.01%
+1,746
299
$294K ﹤0.01%
1,802
+85
300
$289K ﹤0.01%
4,663
+122
10 11
12
13 14