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
326
$307K ﹤0.01%
2,083
-40
327
$305K ﹤0.01%
2,733
+188
328
$302K ﹤0.01%
4,984
329
$297K ﹤0.01%
10,254
330
$296K ﹤0.01%
9,985
+1,988
331
$295K ﹤0.01%
12,980
+2,080
332
$293K ﹤0.01%
12,449
+2,294
333
$291K ﹤0.01%
+1,313
334
$291K ﹤0.01%
+1,230
335
$289K ﹤0.01%
3,850
+533
336
$288K ﹤0.01%
2,792
337
$286K ﹤0.01%
3,084
+30
338
$283K ﹤0.01%
10,752
339
$282K ﹤0.01%
+11,479
340
$281K ﹤0.01%
5,814
+1,524
341
$279K ﹤0.01%
+3,020
342
$278K ﹤0.01%
1,000
-90
343
$278K ﹤0.01%
10,240
344
$277K ﹤0.01%
+2,653
345
$275K ﹤0.01%
607
346
$275K ﹤0.01%
+3,399
347
$274K ﹤0.01%
1,620
+221
348
$274K ﹤0.01%
+1,656
349
$270K ﹤0.01%
+10,446
350
$269K ﹤0.01%
3,248
-44
12 13
14
15 16