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
351
$205K ﹤0.01%
+3,566
352
$202K ﹤0.01%
+1,674
353
$200K ﹤0.01%
+3,718
354
$200K ﹤0.01%
12,295
-282,092
355
$183K ﹤0.01%
+10,375
356
$172K ﹤0.01%
2,762
+403
357
$131K ﹤0.01%
+29,895
358
$131K ﹤0.01%
+2,571
359
$94K ﹤0.01%
+10,302
360
$26K ﹤0.01%
+800
361
$17K ﹤0.01%
+3,044
362
$13K ﹤0.01%
+10,530
363
– –
-7,752
364
– –
-83,663
365
– –
-4,096
366
– –
-5,121
367
– –
-6,931
368
– –
-3,864
369
– –
-6,254
370
– –
-2,366
371
– –
-8,343
372
– –
-125,320
373
– –
-2,297
11 12 13 14
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