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
351
$388K ﹤0.01%
3,176
+286
352
$383K ﹤0.01%
1,511
+30
353
$383K ﹤0.01%
2,433
+245
354
$379K ﹤0.01%
10,662
+177
355
$378K ﹤0.01%
3,860
+1,458
356
$377K ﹤0.01%
1,283
+50
357
$375K ﹤0.01%
563
+3
358
$375K ﹤0.01%
2,475
-5
359
$374K ﹤0.01%
+3,337
360
$374K ﹤0.01%
5,440
+2,223
361
$370K ﹤0.01%
+946
362
$360K ﹤0.01%
8,296
+2,315
363
$360K ﹤0.01%
3,810
-182
364
$358K ﹤0.01%
4,627
-155
365
$355K ﹤0.01%
4,703
+167
366
$354K ﹤0.01%
1,045
-7
367
$354K ﹤0.01%
7,364
+248
368
$353K ﹤0.01%
6,506
-89
369
$352K ﹤0.01%
2,419
+32
370
$352K ﹤0.01%
3,409
-754
371
$351K ﹤0.01%
3,404
+557
372
$348K ﹤0.01%
7,541
-5,439
373
$347K ﹤0.01%
1,909
-7
374
$346K ﹤0.01%
+6,462
375
$345K ﹤0.01%
+4,565
13 14
15
16 17