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
301
$547K ﹤0.01%
5,905
+1,512
302
$546K ﹤0.01%
4,267
+171
303
$544K ﹤0.01%
20,471
-1,323
304
$530K ﹤0.01%
16,985
-3,644
305
$528K ﹤0.01%
5,604
+417
306
$520K ﹤0.01%
3,215
+417
307
$515K ﹤0.01%
3,399
+46
308
$514K ﹤0.01%
6,490
+14
309
$513K ﹤0.01%
11,274
-435
310
$509K ﹤0.01%
5,669
-283
311
$493K ﹤0.01%
3,921
+110
312
$491K ﹤0.01%
11,048
-465
313
$488K ﹤0.01%
4,502
+554
314
$488K ﹤0.01%
1,473
+123
315
$475K ﹤0.01%
6,401
-3,165
316
$473K ﹤0.01%
4,985
-78
317
$472K ﹤0.01%
1,967
+12
318
$470K ﹤0.01%
1,406
+22
319
$466K ﹤0.01%
8,839
-6,106
320
$464K ﹤0.01%
1,819
+87
321
$464K ﹤0.01%
3,996
-473
322
$462K ﹤0.01%
7,687
-293
323
$456K ﹤0.01%
7,382
-9,865
324
$453K ﹤0.01%
8,177
+28
325
$453K ﹤0.01%
1,259
+264
11 12
13
14 15