PCA

Personal Capital Advisors Portfolio holdings

AUM $20.6B
1-Year Est. Return 13.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$59.4M
3
+$41.3M
4
SHW icon
Sherwin-Williams
SHW
+$38.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$32.1M

Top Sells

1
+$51.1M
2
+$35.9M
3
+$20.5M
4
AAPL icon
Apple
AAPL
+$19M
5
COST icon
Costco
COST
+$16.8M

Sector Composition

1 Technology 5.1%
2 Communication Services 4.12%
3 Utilities 4%
4 Consumer Staples 3.98%
5 Healthcare 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$255K ﹤0.01%
808
-123
302
$253K ﹤0.01%
1,988
-304
303
$253K ﹤0.01%
3,348
+247
304
$252K ﹤0.01%
2,740
-3,026
305
$249K ﹤0.01%
10,254
306
$248K ﹤0.01%
1,399
+73
307
$248K ﹤0.01%
13,390
-4,790
308
$243K ﹤0.01%
10,499
-15
309
$242K ﹤0.01%
3,632
-10
310
$241K ﹤0.01%
3,516
+587
311
$237K ﹤0.01%
176
-23
312
$235K ﹤0.01%
18,567
+2,220
313
$235K ﹤0.01%
2,586
-266
314
$234K ﹤0.01%
11,718
+773
315
$233K ﹤0.01%
7,150
-1,869
316
$230K ﹤0.01%
+1,600
317
$230K ﹤0.01%
3,216
-1,891
318
$229K ﹤0.01%
3,638
319
$228K ﹤0.01%
1,661
-90
320
$227K ﹤0.01%
797
+110
321
$222K ﹤0.01%
2,083
-8
322
$219K ﹤0.01%
+3,110
323
$218K ﹤0.01%
4,654
+1,053
324
$216K ﹤0.01%
10,000
325
$213K ﹤0.01%
+442
11 12
13
14 15