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
301
$405K ﹤0.01%
4,409
-1,027
302
$391K ﹤0.01%
+3,370
303
$390K ﹤0.01%
2,011
+420
304
$385K ﹤0.01%
494
-150
305
$382K ﹤0.01%
+4,173
306
$376K ﹤0.01%
6,325
+1,376
307
$375K ﹤0.01%
8,149
308
$369K ﹤0.01%
9,709
+1,224
309
$366K ﹤0.01%
4,643
+1,575
310
$363K ﹤0.01%
+3,349
311
$355K ﹤0.01%
1,999
+11
312
$343K ﹤0.01%
1,087
+398
313
$338K ﹤0.01%
24,458
+5,298
314
$336K ﹤0.01%
+3,031
315
$333K ﹤0.01%
11,193
-3,637
316
$331K ﹤0.01%
5,243
+144
317
$325K ﹤0.01%
988
+303
318
$323K ﹤0.01%
3,535
+23
319
$320K ﹤0.01%
1
320
$320K ﹤0.01%
3,303
+110
321
$319K ﹤0.01%
+3,939
322
$318K ﹤0.01%
656
+127
323
$315K ﹤0.01%
5,474
+793
324
$310K ﹤0.01%
789
-15
325
$310K ﹤0.01%
8,035
+918
11 12
13
14 15