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
351
$269K ﹤0.01%
4,212
-729
352
$268K ﹤0.01%
7,017
-232
353
$268K ﹤0.01%
1,370
354
$268K ﹤0.01%
6,103
-2,553
355
$267K ﹤0.01%
+1,943
356
$266K ﹤0.01%
3,054
+516
357
$266K ﹤0.01%
+5,980
358
$263K ﹤0.01%
1,944
+83
359
$262K ﹤0.01%
2,577
-207
360
$260K ﹤0.01%
1,176
+4
361
$259K ﹤0.01%
+3,516
362
$258K ﹤0.01%
+4,282
363
$253K ﹤0.01%
2,376
+100
364
$251K ﹤0.01%
+2,480
365
$248K ﹤0.01%
3,465
+5
366
$247K ﹤0.01%
10,000
367
$247K ﹤0.01%
+2,419
368
$246K ﹤0.01%
+1,112
369
$243K ﹤0.01%
3,224
-416
370
$240K ﹤0.01%
+6,011
371
$240K ﹤0.01%
+2,774
372
$236K ﹤0.01%
3,692
-550
373
$236K ﹤0.01%
23,554
+5,430
374
$235K ﹤0.01%
830
+40
375
$234K ﹤0.01%
+4,809
13 14
15
16 17