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
276
$542K ﹤0.01%
3,632
+339
277
$536K ﹤0.01%
4,538
+130
278
$534K ﹤0.01%
+3,886
279
$533K ﹤0.01%
+1,444
280
$526K ﹤0.01%
+4,598
281
$519K ﹤0.01%
+43,837
282
$514K ﹤0.01%
2,412
283
$512K ﹤0.01%
3,148
-274
284
$508K ﹤0.01%
2,238
+268
285
$490K ﹤0.01%
14,277
-75
286
$488K ﹤0.01%
6,033
+1,954
287
$479K ﹤0.01%
2,299
+24
288
$467K ﹤0.01%
+2,482
289
$466K ﹤0.01%
1,498
-1,064
290
$461K ﹤0.01%
1,907
-199
291
$454K ﹤0.01%
13,090
+3,042
292
$441K ﹤0.01%
407
+154
293
$439K ﹤0.01%
9,960
+1,160
294
$436K ﹤0.01%
16,430
+4,085
295
$435K ﹤0.01%
1,728
+282
296
$435K ﹤0.01%
2,795
+552
297
$432K ﹤0.01%
+919
298
$431K ﹤0.01%
11,840
-1,830
299
$422K ﹤0.01%
179,394
300
$412K ﹤0.01%
9,549
+3,015
10 11
12
13 14