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
276
$697K ﹤0.01%
8,209
-41
277
$670K ﹤0.01%
3,733
+914
278
$664K ﹤0.01%
1,339
-49
279
$650K ﹤0.01%
5,109
+1,423
280
$631K ﹤0.01%
2,568
+45
281
$612K ﹤0.01%
2,335
282
$608K ﹤0.01%
17,799
283
$602K ﹤0.01%
27,819
+608
284
$601K ﹤0.01%
2,144
+31
285
$594K ﹤0.01%
3,668
+117
286
$590K ﹤0.01%
1,661
+1
287
$582K ﹤0.01%
1,512
-47
288
$582K ﹤0.01%
18,365
+2,570
289
$582K ﹤0.01%
2,207
-113
290
$581K ﹤0.01%
11,436
+1,451
291
$578K ﹤0.01%
5,939
+929
292
$577K ﹤0.01%
1,723
+81
293
$576K ﹤0.01%
5,155
-32
294
$575K ﹤0.01%
11,418
-129
295
$571K ﹤0.01%
8,169
+3,124
296
$563K ﹤0.01%
2,353
+713
297
$556K ﹤0.01%
1,491
-40
298
$553K ﹤0.01%
3,732
+114
299
$550K ﹤0.01%
1,455
+143
300
$550K ﹤0.01%
9,373
+31
10 11
12
13 14