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
326
$233K ﹤0.01%
1,657
+81
327
$231K ﹤0.01%
+15,243
328
$231K ﹤0.01%
2,315
+103
329
$230K ﹤0.01%
+1,956
330
$227K ﹤0.01%
+2,603
331
$227K ﹤0.01%
1,620
+64
332
$226K ﹤0.01%
+5,500
333
$225K ﹤0.01%
+1,826
334
$223K ﹤0.01%
+3,342
335
$222K ﹤0.01%
+3,660
336
$219K ﹤0.01%
19,326
337
$218K ﹤0.01%
3,810
-51
338
$216K ﹤0.01%
+1,106
339
$215K ﹤0.01%
791
+9
340
$215K ﹤0.01%
1,117
+66
341
$215K ﹤0.01%
+9,340
342
$215K ﹤0.01%
3,903
-156
343
$214K ﹤0.01%
2,413
-667
344
$212K ﹤0.01%
2,505
+15
345
$211K ﹤0.01%
+8,184
346
$211K ﹤0.01%
11,220
-180
347
$210K ﹤0.01%
+1,235
348
$209K ﹤0.01%
+1,408
349
$207K ﹤0.01%
12,896
350
$205K ﹤0.01%
1,357
-211
11 12 13
14
15