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
301
$288K ﹤0.01%
2,821
+173
302
$285K ﹤0.01%
2,784
+563
303
$281K ﹤0.01%
9,877
+2,558
304
$278K ﹤0.01%
1,911
-225
305
$272K ﹤0.01%
+2,024
306
$268K ﹤0.01%
3,638
307
$266K ﹤0.01%
1,288
+192
308
$266K ﹤0.01%
379
+5
309
$265K ﹤0.01%
14,045
+2,798
310
$265K ﹤0.01%
1,474
+332
311
$258K ﹤0.01%
887
+97
312
$256K ﹤0.01%
1,666
+10
313
$255K ﹤0.01%
+10,000
314
$253K ﹤0.01%
2,486
-276
315
$252K ﹤0.01%
1,083
+10
316
$251K ﹤0.01%
2,318
+109
317
$251K ﹤0.01%
3,311
+27
318
$250K ﹤0.01%
+2,097
319
$247K ﹤0.01%
2,387
+106
320
$246K ﹤0.01%
+6,000
321
$238K ﹤0.01%
6,309
-836
322
$236K ﹤0.01%
+1,227
323
$236K ﹤0.01%
+1,141
324
$234K ﹤0.01%
+6,165
325
$234K ﹤0.01%
+1,561
11 12
13
14 15