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
326
$450K ﹤0.01%
+6,180
327
$444K ﹤0.01%
1,097
+34
328
$438K ﹤0.01%
+3,473
329
$434K ﹤0.01%
6,185
+458
330
$434K ﹤0.01%
1,755
-517
331
$429K ﹤0.01%
607
332
$427K ﹤0.01%
+5,330
333
$424K ﹤0.01%
1,596
+86
334
$422K ﹤0.01%
2,841
-105
335
$419K ﹤0.01%
14,169
-624
336
$412K ﹤0.01%
12,724
+907
337
$411K ﹤0.01%
1
338
$411K ﹤0.01%
5,560
+1,622
339
$410K ﹤0.01%
2,769
+130
340
$410K ﹤0.01%
5,504
+411
341
$409K ﹤0.01%
1,865
+264
342
$407K ﹤0.01%
3,593
+494
343
$403K ﹤0.01%
9,907
344
$402K ﹤0.01%
4,676
+277
345
$398K ﹤0.01%
+3,689
346
$396K ﹤0.01%
637
-2
347
$394K ﹤0.01%
2,242
-562
348
$392K ﹤0.01%
17,620
-18
349
$392K ﹤0.01%
9,801
+176
350
$391K ﹤0.01%
4,995
+613
12 13
14
15 16